Happy New Year!
The new year brings a new tax season. As a firm, we continue to evolve to find how to best partner with our clients and provide the highest level of service. We have a few important updates of what to expect as we move into this year’s tax season (and beyond).
It will take some time to go through all of the information below, so thank you in advance for taking the time to do so.
General firm update – This video gives you an update on our tax preparation flow, fees, payment terms, “worry free” client care package (notice/audit protection), and tax education consultations. (If you want a full review of our “worry free” client care package, this info can be found here.)
Extensions are good! Why we love extensions! – This video covers the 3 biggest myths we see about extensions, why they are good, and why we love them.
Corporate Transparency Act – With potential penalties of $500/day up to $10,000 per filing, this is very important information for every business entity regarding the new, required Beneficial Owner Information filings. Please see FINCEN’s website for more details.
Expanded Advisory Services – I am so excited to share with you what’s coming – both an educational course that’s right around the corner, and what’s coming this summer.
Thank you for the opportunity to serve you. I appreciate your trust and confidence in our team. It is truly an honor to be of service.
Siobhan