It’s Tax Season

Dear clients,

It’s tax season again. I know the last couple of years have been frustrating with Covid on the rise and the constantly changing of the tax laws.  This year will be just as trickly as last year. Be sure to save any, and all tax documents received regarding Child tax credit advance payments and third round of stimulus payments received, because without this it could delay your tax returns. So now is the time to begin your tax preparation.  This letter will guide you through the process to make getting your taxes filed as painless as possible.

Please submit your information as early as possible. Upon making an appointment you will receive an email with the required items needed to process your tax return. You will also receive an email with a link to setup your username and password to upload your documents to your personal secure folder. If we prepared your returns last year, we will provide you with the questionnaire of the last year deductions and income previously claimed, upon request. If you are a new client or would like an organizer to assist you with gathering documents, please let us know and we will get you one. Be sure to note any changes over the prior year to your address, marital status, number of dependents, job changes, etc., so we can prepare the return with accurate Information.

BUSINESS TAX RETURN DEADLINE

The tax filing deadline this year for Partnership (Form 1065) and S-Corp (Form 1120-S) returns, without extension, is March 15, 2022. C-Corp (Form 1120) returns are due April 15, 2022, without extension. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible, through the client portal. We process returns on a ‘first-come, first served’ basis. In order to have your return completed before March 15^th, please submit your tax information to us no later than March 01, 2022. If your information is received after March 1st, your return may be extended and filed after March 15^th. Rushed returns can be arranged for an additional fee.

PERSONAL TAX RETURN DEADLINE

The tax fling deadline this year for personal returns (Form 1040), without extension, is April 18, 2022. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible. We process returns on a ‘first come, first-served basis. In order to have your return completed before April 18^th, please submit your tax information to us no later than April 1st.  If your information is received after April 1st, your return may be extended and filed after April 15^th. Rushed returns can be arranged for an additional fee.

NON-PROFIT TAX RETURN DEADLINE

The tax filing deadline this year for non-profit returns (Form 990), without extension, is May 16, 2022. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible.  We process returns on a ‘first-com, first-served” basis. In order to have your return completed before May 16^th, please submit your tax information to us no later than May 1st. If your information is received after May 1st, your return may be extended and filed after May 16^th. Rushed returns can be arranged for an additional fee.

2022 TAX SEASON APPOINTMENTS

Once appointment has been made, you may submit your documents directly to our office from the company website (thomasrodgersassociates.com) via the client portal (ShareFile), which you will receive an email to setup your login. Information may also be mailed to (Thomas Rodgers Assoc., LLC, PO Box 242512, Montgomery, AL 36124) our office or e-mailed. If you choose to e-mail your information, send to info@thomasrodgersllc.com. My data entry team will always follow up with you regarding any questions during the data entry process and answer any questions you may have before filing. We offer Zoom and in-person meetings to finalize the tax filings.

During the tax season calls and emails will be returned 24-48 hours. If you have new or unusual circumstances that you would prefer to discuss over the phone or via zoom, please e-mail me at info@thomasrodgersllc.com to set up an appointment for a zoom meeting or phone call.

FEES

Our fees for tax preparation are based on the complexity of the return and the time it takes to prepare and file it.  We accept cash, checks, and debit/credit cards.

CLIENT PORTAL: SHAREFILE

All tax support documents and returns will be available through our secure client portal. This portal will allow you to log in to gain access to your tax returns and other confidential documents at any time.  Information regarding how to access our secure client portal will be provided when you request an initial appointment for tax preparation.

We highly value our client relationships. Your recommendation to an associate, friend or family member is more significant than any advertisement. We appreciate your patronage and as always, we strive to provide you with professional and efficient service.

If you have any questions regarding this letter or our services, please do not hesitate to contact me.

Thank you,

Thomas Rodgers & Associates LLC