To our clients:
We hope you are safe and well and have survived the crazy year of 2020 relatively unscathed. Your safety and the safety of our staff is very important. Therefore, given the current health crisis, we have made the decision that our office will remain closed to the public during the 2020-2021 tax return filing season. We will not be open to walk-in traffic and we will not schedule any in-person meetings. We will be available by telephone or email.
We encourage you to send your information digitally via your secure File Exchange folder. If you have not yet established a File Exchange folder on our website, please contact us as soon as possible if you would like to do so. The File Exchange folder allows us to exchange information back and forth in a secure environment. Do not send any of your personal, confidential information via unsecured email.
If you would rather not use the secure File Exchange folder, you are welcome to mail your information to our office. Or, if you prefer, please call ahead to schedule an appointment to drop off your information. By scheduling appointments to drop off information, we are able to limit the number of visitors in order to reduce any potential exposure to the virus. We will have a table in our lobby for this purpose and we will greet you from a distance.
Under the CARES Act which was enacted earlier this spring, you are entitled to up to a $300 deduction for charitable contributions paid in 2020 even if you do not itemize your deductions. If this applies to your tax situation, please be sure to include the details of your 2020 charitable contributions with your other tax information.
In order to properly prepare your 2020 federal income tax return, we will need a copy of IRS Notice 1444, Your Economic Impact Payment, which provides information regarding the Economic Impact Payment that you may have received. The letter was mailed within 15 days after the Economic Impact Payment was paid. If you did not receive an advance Economic Impact Payment, you may still be eligible to claim a Recovery Rebate Credit on your 2020 federal income tax return, subject to the specified income limitations. We will calculate that during preparation of your 2020 federal income tax return.
To help us prepare your income tax returns accurately, please be sure to answer all Organizer questions. Also, please review, sign and return one copy of the included Engagement Letter.
We sincerely appreciate your business. If you have any questions, please do not hesitate to contact our office by telephone or email.
Here’s to a less stressful 2021! Stay safe!