IMPORTANT LINKS FOR THE CURRENT TAX FILING SEASON
2015 IRS Update -- What's new for Tax Filing 2014
AFFORDABLE CARE ACT RESOURCES - Find all the latest information and FAQ's here.
SCAM ALERT - The IRS warns consumers of recent scam schemes affecting taxpayers.
MEDICAID WAIVER PAYMENTS - NEW This was effective Jan. 3, 2014 but can be used to amend any open tax years ( 2011, 2012, & 2013).
On January 3, 2014, the IRS issued Notice 2014-7 addressing the income tax treatment of certain payments to an individual care provider under a state Home and Community-Based Services Waiver (Medicaid waiver) program. The notice provides that the IRS will treat “qualified Medicaid waiver payments” as difficulty of care payments excludable from gross income under § 131 of the Internal Revenue Code. For purposes of the notice, qualified Medicaid waiver payments are payments by a state, a political subdivision of a state, or a certified Medicaid provider under a Medicaid waiver program to an individual care provider for nonmedical support services provided under a plan of care to an individual (whether related or unrelated) living in the individual care provider’s home.
QUICK LINKS FOR FREQUENTLY ASKED QUESTIONS
REFUND ADVANTAGE STATUS: Links you to Refund Advantage where you can check the status of your Direct Deposit or Check when you used this service to pay for your tax preparation fees.
WHAT IS THE STATUS OF MY AMENDED RETURN? Click on the link to be directed to the IRS Website to check the status of an amended return.
CHARITABLE CONTRIBUTIONS: What can I deduct?
DETERMINING VALUE OF CHARITABLE CONTRINBUTIONS: How do I value the items?
IMPORTANT REMINDERS FOR YOUR TAX APPOINTMENT
Please arrive 10-15 minutes early to your appointment to fill out updated paperwork!
(Or download the forms here and bring them in completed!)
Client Profile Forms - Must be upated Annually
Engagement Letter - Must be signed for each tax year filed