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TAXTIME (2005 Tax Year) 2006 - INDIVIDUALS
We will start preparing Federal income tax returns January 9th, 2006. The last few years the State of Virginia has not had its forms ready early, so Virginia return preparation could be delayed. This will have no effect on federal return processing, and it will not cost clients any additional fees, as we will notify you when your state return is ready.
In the rush to get your refund, don’t forget, if you have mortgage interest or earned interest from a bank or credit union, Forms 1096 (mortgage interest) and 1099INT (interest paid to you by banks and credit unions) may not (under IRS Rules) be sent out until February 2006. So, don’t be in too much of a hurry to file until you have all your records and, especially your tax forms in hand.
We have kept our tax return preparation fees pretty much the same. Many forms are less than in previous years, however due to increased costs, the only exception is Forms 1040. It has gone up $5.00. This is more than offset by the reduction in other forms.
Forms EZ and 1040A have been reduced $5, respectively.
All clients, old or new, must come in for an initial interview so we can assure that we have all your information correctly entered on your returns. You can speed up the process by filling out a client organizer. Returning clients were mailed a specially imprinted year-end tax package and custom client organizer in the mail the week of December 12th. If you have moved or not received it, please let us know.
New clients, you will need to bring last years’ tax return with you, along with your other tax related documents. You can download a client organizer by clicking here.
A reminder: we see clients by appointment only. Please make your appointment early. We do not mail appointment reminders. Please be sure to keep your appointment, or cancel at least 24 hours before, if you cannot make it.
We will have four tax matters associates to serve you this year. We have added a Bilingual associate for our Hispanic clients!
Please let us help you by helping us. Kindly review our “what you need to bring” page and review it carefully. Then, check off what you have, and note what is missing. This way, your return will be ready for your signature in a timely fashion. This also keeps us from bugging you for additional paperwork, which we are very good at.
Nobody likes to prepare for Taxtime. But spending a little time organizing now may increase your lawful deductions, and possibly keep you from paying, if you would otherwise owe.
Please don’t flush your hard earned dollars down the drain by being in a rush and not having all the documents we need to help you when your taxes are prepared. Also, please review what you need to bring by clicking here. Remember, its your hard earned money !
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