Tax updates 2013

Dear Clients,

Thank you for the privilege of allowing us to provide you with year-round services. It’s time to get geared up for another exciting tax season. We look forward to helping each of you achieve your tax and financial goals for the coming year. We are committed to providing you the highest quality of tax preparation and excellent service.

To help you get off on the right track, we have compiled some very important information that you need to know. Take a few minutes to read over this message providing the 2013 updates and requirements and as always, if you have any questions, please let us know.

Start of e-file

E-file does not does not begin until January 22nd, 2013.The IRS will not accept transmissions before this day, therefore filling earlier will not get you a faster refund. However we are gladly accepting last paycheck stub/w2 at this time for a free estimate.

Refund Cycle Chart  
 
Due to the increase in fraud and identity theft, the IRS is increasing their fraud filters during the processing of all individual returns. This means that a larger number of returns will be reviewed therefore, processing will take longer. The IRS has discontinued /eliminated the use of the Refund Cycle Chart. The expected date of when your refund will be sent will no longer be given when the return begins to be processed.  

The IRS messaging for refunds for the upcoming filing season will be that refunds will be sent to you within 21 days from the time the return has been accepted. This message will be the same on the IRS website, “Where’s My Refund?” page, and when a you calls the IRS help desk.

Earned income credit (EIC)

EIC is still available .Congress reached a decision to continue with this credit, however we are now required to verify Dependent(s) Residency status so please be sure to bring one of the following documents listed below to be able to claim the credit: ( school records, lease, health provider statements ,medical records, childcare provider records, placement agency etc).
“This is to verify that you the taxpayer lived in the same household and provided for  the  dependant”.     

REFERRALS

Referrals Are Welcome!

Referrals are the cornerstone of any business. This company relies on satisfied clients as the primary source of new business, and your referrals are both welcome and sincerely appreciated!

Confidentiality:

Since your referrals are generally individuals you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer. This office guarantees the confidentiality of client information. Your personal, financial and tax data will not be shared with anyone else. No matter whom you refer, rest assured that their individual tax needs will be handled in the same professional manner as yours have been.

Ask Them To Call Us :

The tax season schedule is a hectic one. Although new clients can always be accommodated, we recommend that your referrals call @ 972-591-0008 or visit our website as early as possible for the best selection of appointment times, walk-ins are welcome too! So, let’s get rolling for 2013. Attached is a copy of the tax organizer, a checklist for things to bring and referral slips, which we pay $30 Per Referral.

As always, please do not hesitate to contact us with any questions or concerns. We are looking forward in doing business with you and Thank you for trusting us with all your tax needs.


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