Good evening.  It’s been a little while since we have sent out an update.  We are continuing to monitor the ongoing COVID-19 pandemic.  Our office remains closed to entry by the public – as mentioned before a few of us have compromised immune systems, and in order to keep functioning, this is the best solution.  We continue to work with partial staff as it is not possible to maintain the 6 foot social distancing space when we are all in the office.  We appreciate your continued understanding of our situation.

We are open for phone calls Mondays through Thursdays from 8:30 a.m. until 4:00 p.m.  If you have not yet made arrangements to get your tax documents to us, please do so.  You can actually set up a time for an appointment – what we affectionately call a “Paper Appointment”.  You will need to bring us all of your tax documents, including our required engagement documents, and we will work on your taxes at that set date and time; you just need to be available by phone so we can touch base with you.

With respect to the Stimulus Payments we know some of you still haven’t received your money.  As a reminder, if you owed the IRS in 2019 or 2018 you will need to upload your direct deposit information to the IRS portal in order to receive a direct deposit.  Even though the IRS has your account information from a direct debit payment of your taxes owed, they will not use that information.  You must upload your bank information for direct deposit.  If you have to upload your banking information, you will need your 2019 tax return (or 2018 if you have not filed 2019 yet) to provide additional information to confirm your identity.  Please make sure you enter the information as it appears on your tax return.  We know this can be a frustrating process – a lot of people have trouble getting past the 1st screen.  Unfortunately, we have no more information than what is publicly known.

We are all suffering from cabin fever, and missing our loved ones.  But what a world we live in where we have the technology that lets us  see our loved ones by utilizing any number of video chats.  The easiest one I have used so far is through Facebook Messenger.  It’s a great way to keep connected, specially with our older relatives and friends. Check it out if you haven’t already.

Until next time, take care and stay safe.