We aren’t accepting file attachments.

Identity theft is out of control and your tax data is a target. Please be aware, we do not accept email attachments for your tax information. Every client is assigned a secure portal to upload information to us. If you are a new client, we will notify you when your portal is ready for use. Your portal is also used to upload information to us. If you have questions about an email from us, please call. Unscrupulous players want your personal information and will go to extremes to get.

This policy is in place because the same players will attempt to get to your information through us by pretending to be you!

There’s no such thing as a simple return

Money is tight and everyone is looking for a deal.  We get that.  Things are more complicated every year and there is no such thing as a simple return.

Today, we have a new policy.  If the only thing you want is a low price, please don’t call.  We’ll be happy to give you a range (if we have time to take the phone call) but please don’t expect us to provide a “set price” when we have no idea of your tax needs.

We can give you a few assurances….

  • Our pricing is reasonable and we’ll be less than most franchise stores.
  • We’ll tell you if we feel you need someone else because your needs are outside of our expertise.

If you would like to schedule an appointment we can discuss your situation and I can provide an estimate which may change based on the forms which actually have to be filed.

Don’t forget, if you’re up to doing your own online click the 1040.com affiliate icon on this page.

We’re not trying to be rude but there is a short window for tax season and we owe it to our clients to give them the best we have.

No you aren’t expecting an email from the IRS

It’s that time of year and spammers are out in full force.  Phishing emails tempt you to click on links which allow the sender to collect your personal information. Don’t fall for emails asking you click on links to see what the IRS owes you, etc.  The IRS only uses the US Mail (snail mail) to communicate with taxpayers.

If you have been a victim of identity theft and the IRS has issued an Identity Protection Pin to you, your tax preparer will need it to file your return electronically.  If you self-prepare your return using an online service, you will also need the PIN.

Anti-virus and malware protection is important for all computers.  Be sure yours is up to date.  Run deep (full computer) scans on a regular basis to protect your computer and other computers connected to your network.

Gamblers Beware

According to Associated Press, the IRS wants to lower the threshold for reporting your winnings.  The current federal threshold is $1,200 or more for income tax purposes but the feds want to make it $600.

It appears the IRS has no comment.

Watch your loyalty cards, they may be looking at those too.  Casino operators are concerned customers won’t want to sign up and they depend on that information for marketing.

A public hearing in Washington, D.C. is scheduled for June 17.