RESOURCES FOR TAX SEASON
IMPORTANT! We Need Your Signatures Before Beginning Work on Your Tax Return!
We mailed our Intake Paperwork Kit to all of our tax clients in early February and we've made it available for download, here, by clicking the blue link below. Clients should read these forms & instructions carefully, complete the kit in entirety, and include it with the rest of your tax information. You can also download guidelines on how to best document your third stimulus payment (EIP3) and the amount of Advance Child Tax Credit payments you received here. (Please remember to include any additional documentation referenced in this kit with you when forwarding your tax information to our office.)
Intake Paperwork Kit & Instructions (for 2021 Returns)
Guidelines for Documenting EIP3 & Advance Child Tax Credit Payments
IMPORTANT! Use Our Secure File Sharing Portal by Clicking HERE!
TAX ORGANIZERS & WORKSHEETS
We're happy to provide you with the following resources to help you compile, organize and better understand your tax information. Your use of these valuable tools prior to dropping your tax information off will surely help us to maximize your deductions and credits!
2021 Tax Return Organizer - A multi-page fillable PDF worksheet for 2021 tax returns. This organizer includes a basic tax questionnaire to make sure all of your records are complete along with worksheets for charitable donations, medical expenses, business expenses, college credits, child care expenses and direct deposit information. (Be sure to sign the last page if you use this organizer!)
Schedule A Organizer - A fillable PDF organizer, updated for Tax Cuts & Jobs Act changes, that will help ensure you're maximizing your Schedule A deductions. The organizer includes sections for medical expenses,deductible SALT tax payments and charitable donations. (Use this organizer to help compile your records supporting the new above-the-line deduction for charitable donations!)
Schedule C Organizer - An in-depth fillable PDF organizer that will help you gather all of your eligible Schedule C business deductions - regardless of whether you're a party-plan sales rep, an independent contractor. a sole proprietor or operating as a single-member LLC (SMLLC).
Schedule E Organizer - This fillable PDF organizer is a great resource for providing complete income & expense records for all of your rental properties and/or sources of royalty income.
Vehicle Expenses & Business Use of Home Organizer - This PDF organizer will help you organize expenses for your qualified home office and/or your deductible vehicle expenses. Please use a separate vehicle expense organizer for each vehicle and/or each category of expense (business, rental, medical mileage) that you're reporting.
Salvation Army Non-Cash Donation Calculator - This fillable PDF organizer will calculate the value of non-cash charitable donations you made to entities such as Goodwill, the Salvation Army, North Ridgeville Community Care, Amvets, Disabled American Veterans, Military Order of the Purple Heart and/or Easter Seals. (Important: In order for us to use and deduct amounts on this worksheet, clients must attach a receipt from the charity which verifies the donation and date. Please use a separate worksheet for each non-cash donation receipt you have.)
WEB LINKS:
Click the following links, in blue, to utilize these tax-related websites and resources:
IRS - My Account (Log in or create your IRS.gov account here. Once established, you can obtain trnascripts, make payments, look up your Economic Impact Payments, and more.)
IRS - Where's my Refund? (Although IRS updates taxpayer refund information daily, please note that IRS recommends taxpayers wait at least 72 hours after e-filing or four weeks after mailing returns before checking the status of their refunds. Refund information for returns containing the Earned Income Credit and/or Additional Child Tax Credit will not be available until some point during the week of March 1st.)
OHIO - Where's my Ohio refund?
IRS - Pay Your Federal Taxes Securely Online (Please note that fees may apply should you select to make a payment via the options found in this link. We are not affiliated with these payent options in an way and derive no compensation from any fees that you may be charged. We are providing this link purely for your convenience.)
Tax Library - Visit the Tax Library area of our website for tax forms, publications, calculators and a variety of helpful tax-related resources!