Archives for May 2020

I’m starting to hear reports of a few clients receiving EIDL loan funds from the SBA, and we are receiving questions on this program, so here are the basics: The EIDL loan proceeds are intended to pay for your normal operating costs of doing business to keep you open & in business when you otherwise […]

[Last updated 12/29 2021] In order to complete preparation of your tax return by the IRS filing deadline, please get your completed tax packet and tax information to us by these dates: Information regarding extensions will be posted here in February.  Please check back then. * The April 15 deadline is for non-profits with the […]

 – Instructions:  E-signing Documents #1) You will get an email from no-reply@officetools.com with a link to create a pin     #2) When you click on that link you will see this screen. (Your PIN can only be digits not letters.)     #3) If it worked, you will see this screen:     #4) […]

There have been a few significant changes in some of the rules on the PPP loans and stimulus payments, that I thought it prudent to send out the overview below.  I wish I had more clear, definitive information to share.  Unfortunately, even the definitive statements published by the IRS are subject to change. Siobhan   […]

[Updated 12/21/2020] Our physical office remains closed during this pandemic and we are continuing to do as much of our business electronically as possible. Please continue to use the secure client portal on our website for document transfers. If you would like to snail mail us your documents, our address is 1325 Lincoln St. Bellingham, WA, […]