Client Newsletter 2022 (Tax Year 2021)

January 26, 2022

Dear Valued Clients,

As we begin a new tax season we are reaching out to let everyone know how we will be operating this year.  This year we will offer in person appointments on Tuesdays, Thursdays, and Saturdays.  We will not have an available waiting room area this year so we do ask that only those whose returns are being prepared attend the appointment.  Also this year if you are more than 15 minutes late for your appointment you will be rescheduled.  We offer all of the following options for getting your taxes prepared this year:

  1. Dropping off your paperwork in-person with our receptionist.  She will take your paperwork, gather contact information, and ask you a few questions.  A preparer will then prepare your return, contact you with any follow up questions, and let you know when the return is complete.  Following the completion of your return you may come in to sign paperwork and pick up your copies at the front desk.
  2. Email your paperwork.  We take privacy and protection seriously and do all we can to make this option as secure as possible. All information sent through electronic means is printed off and then deleted. It is advised to email through our company email:  We also utilize a texting application that makes it easy to quickly take and send pictures which we can then print off at the office.  Texts are sent to our office phone number (419) 499-2534, again information sent is printed off and then deleted.  The texting is an effective way to quickly get information like Drivers Licenses or pictures of signed paperwork back to us without having to make a trip to the office.
  3. On this website we also have a client portal available where you can securely send paperwork through.  If you would like to use this option please contact our office via email or phone and we will send you an invite to the portal.  You will receive an email with a link to set up your user name and password and can then begin uploading your documents.  If you would like more information about how the portal works click the Client Portal tab on this website page where you can watch a short video.
  4. Again, we will be offering in person appointments this year on Tuesdays, Thursdays & Saturdays.  We do still ask that only those whose return is being prepared be in attendance.

**We also have priority mail envelopes and can quickly and securely (with tracking updates) mail your copies to you upon completion with any of the above preparation methods. Any paperwork that needs signed and returned to us can either be mailed back, pictures of signed paperwork sent back through our texting option, or scanned and emailed back to us.

Tax related information to pass along for this filing season includes:

  1. A general reminder that those who received unemployment in 2021 will need their 1099 statement which you can print off of the unemployment website when you log into your account. These statements are also mailed to you by the unemployment office. Currently for this tax year the full amount of unemployment you received will be taxable.
  2. If you received the Advanced Child Tax Credit Payments we will need to know the amount you received from July-December. The IRS is currently sending out letters with what they have on record of the payments you received.  Be aware that married couples are each getting their own letters with the full credit amount received split between the spouses.  If the incorrect amount is reported on your return it will delay the release of your refunds/processing of your return so it is important that we have the correct number.
  3. We will also need to know this year if you received the 3rd and final stimulus payment ($1400 per person) that was delivered to the public around Feb/March of 2021.  Again, failure to report the correct information will delay the release of your refunds/processing of your return so it is important to provide the correct information.

Some other general information still applicable for this year:

  1. Returns that have Earned Income Credit and Additional Child Tax Credit are still not being processed/refunds released until mid-February.  If you claim either of these credits please make sure you have the proper supporting documents we are required to have which include Social Security cards of dependents, birth certificates and a paper that supports proof of residency.
  2. All filers must have a valid ID that is not expired.
  3. There is a deduction for cash donations made to charitable organizations up to $300 ($600 if married filing joint) that can be claimed without filing long form (itemizing).  You must have supporting documentation of the donation.

As always we look forward to seeing all of you this tax season, if you have any questions please call our office at (419) 499-2534 or email us at and don’t forget to follow us on Facebook! Our hours are Monday, Tuesday, Thursday & Friday 9 am – 7 pm and Wednesday & Saturday 9 am – 5 pm.  The IRS began accepting e-filed returns on Monday January 24th and the last day to file is currently Monday April 18th but that date is subject to change.

***If we are experiencing inclement weather please call the office to make sure that we are open.  We will update our Facebook page with that type of information as well.