Happy New Year

I have posted the calendar to book appointments, for those that like to schedule their appointments early. Just remember that most people do not have all of their tax documents until February 8th and some investments and K-1’s do not arrive until the end of March. Really the only people that can file before the 2nd week of February are those that only have one or two jobs and their employer hands them their tax form. They are delaying refunds for anyone with child tax credits until February 15th again this year.

If you have a Corporation (1120), S-Corp (1120-S) or a Partnership (1065) We will book your appointment via email between March 1st and March 15th. You can go ahead and schedule your personal return on or after March 16th, but email me your preferred date and time between March 1st and March 15th for your business return. If you want to file and extension, you will have until September 15th to file your business return and Oct 15th for personal.

1099’s & W2 preparation- You do not have to make an appointment for these and you can feel free to just email me the info or share the link in an email to your spreadsheet. The cost is still just $5 per form that includes e-filing and postage. Those must be postmarked and e-filed by February 2nd this year.

Be sure to change your address for everyone who will send you tax documents. Tax documents WILL NOT forward.

DEPOSITS FOR 2025 TAX FILINGS

Beginning October 1st I will be accepting prepaid deposits to purchase my tax software. I will continue to take them through December 31st for the 15% discount for each prepaid deposit. I use these deposits to stock up on supplies and frankly, to live on in the months without income. Again, every deposit over $50 will get you 15% off of your tax preparation fee. Please note the payment as Deposit for 2025 so that I can mark your file. Venmo Me I can also take paypal, Volqueen@yahoo.com, Cash App $volqueen or you can contact me to take a credit or debit card over the phone. I can no longer take Zelle and I also cannot accept Apple Pay.

I can take a few new clients this year as well, but please do not overly refer me out. I am not trying to get new clients, but will try to help your family and friends out as space in the calendar is available.

NEW TAX CHANGES: Please visit the page for Tax News & Docs link by clicking the 3 lines at the top or there is a link at the bottom of the main page. Feel free also to email me if you have a specific question about any of these.

email me : volqueen@yahoo.com or volqueen@gmail.com

Hello and welcome tax family!

18 years of service!