This form is now required for our Tax Cloud Program.  We don't need you to waste time inputing data we already have.

So  For Returning tax clients , other than your names , birthdates , last four of Soc Sec #,  just answer the questions and check the boxes that you need us to know about for the current tax year.  This is the place to tell us everything you can so that we can prepare the best return and add the most value.  ASK Questions , Make notes , tell us what we need to know.

After the first  4 pages there are extra forms that are not for everyone, so skip everything that does not apply.

Schedule A Itemized Deductions - Schedule C Business - Rental Schedule E - Home Office Deduction 

Sign up for your complementary copy here.

Matter of Tax 

Tax time is once again right around the Corner.  We will be mailing out 2020 Tax Organizers the first week of February.   Additionally, if you have an ELITE Pro subscription or higher, you  will be getting the new TAX Letter that outlines the list of forms your should be looking to receive based on the taxable events that you triggered during the tax year.

Any COVID-19 tax relief  distributions from IRA and other qualified accounts will have detailed  instructions.

We have taken all the necessary precautions to make the office safe if it is required that you physically meet with us there, and like last year we will do our best to handle as much as possible through zoom video conference.

The courtesy link below is to the old document storage portal .    We continue to maintain complementary access for ALL client portals  and have no plan to discontinue platform.




February 1, 2021 - The deadline to send W-2 and 1099 Forms for 2020

This is the deadline for employers to send out W-2 Forms to employees and 1099 Forms to non-employees who provide services for the 2020 tax year. January 31 is the date when W-2 and 1099 forms are due. However, this upcoming tax season, January 31 falls on a Sunday, which pushes the due dates to the next business day, Monday, February 1.

February 16, 2021 - The W-4 Form Exemption Due for 2021

If you claimed an exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new W-4 Form by this date to maintain your exemption for an additional year. February 15 is the date the W-4 Form Exemption is ordinarily due. However, this upcoming tax season, Monday, February 15, is President's Day, which pushes the due date to the next business day, Tuesday, February 16.

April 15, 2021 - Individual Income Tax Returns Due for 2020


These links will let you download a number of very useful tax publications from the Internal Revenue Service. Clicking on one of these links will download a PDF version of the publication directly from the Internal Revenue Service website.

This publication explains some of your most important rights as a taxpayer and the examination, appeal, collection, and refund processes.

This publication covers the special tax situations of active members of the U.S. Armed Forces. It does not cover military pensions or veterans’ benefits or give the basic tax rules that apply to all taxpayers.

This Publication tells you how to appeal your tax case if you don’t agree with the Internal Revenue Service findings in an audit or other review.

A guide to taxes for employers and business owners.

This publication covers the general rules for filing a federal income tax return. It explains the tax law to help you make sure you pay only the tax you owe and no more.

The publication provides general information about the federal tax laws that apply to small business owners who are sole proprietors and to statutory employees. It provides information on business income, expenses, and tax credits that may help you file your income tax return.

This publication discusses some tax rules that affect every person who may have to file a federal income tax return. It answers some basic questions: who should file; what status to use; how many exemptions to claim; and the amount of the standard deduction.

This publication explains the itemized deduction for medical and dental expenses that you claim on Schedule A (Form 1040).

This publication explains the tests you must meet to claim the credit for child and dependent care expenses.

This publication explains tax rules that apply if you are divorced or separated from your spouse.

This publication explains how to claim a deduction for your charitable contributions.

This publication discusses common business expenses and explains what is and is not deductible.

This publication discusses general rules and procedures that the IRS follows in examinations.

This publication discusses traditional, Roth, and SIMPLE IRAs. It explains the rules for setting up an IRA, contributing to an IRA, transferring money or property to or from an IRA, receiving distributions from an IRA, and taking credit for contributions to an IRA.

This publication is designed to help those in charge of the estate of an individual who has died. It shows them how to complete and file federal income tax returns and explains their responsibility to pay any taxes due on behalf of the deceased person.

This publication explains health savings accounts (HSAs), medical savings accounts (Archer MSAs and Medicare Advantage MSAs), health flexible spending arrangements (FSAs), and health reimbursement arrangements (HRAs).

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Publication 1 Your Rights as a Tax Payer.pdf

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