Here is where you will find all the information about this Tax Season.
Some important dates* to remember:
*Dates subject to change
TAX PREPARATION FEE STRUCTURE 2022
PORTAL INSTRUCTION VIDEO
NOTE: Any return dropped off after March 25th - your return is under extension. These returns are being competed and processed in the order of when they were received. We had a large volume of late drop offs and we are working as diligently as possible to complete with a limited tax staff still onboard. Please be patient. You will receive a phone call when your return is completed for pick up.
Your tax return has been filed - check the status of your refund HERE
Please Take our Quick Survey on Tax Tip Tuesday - HERE
What do I do if I get a tax notice? Don't ignore it. Don't panic. Don't reply unless instructed to do so. Do take timely action. Do review the information. Do respond to a disputed notice. Do avoid scams. Do remember there is usually no need to call - but if you request a call here are the numbers - IRS: 800-829-1040; Ohio State: 800-282-1780; RITA: 800-860-7482
Remember: If you paid for our Audit Fee Protection Program bring the notice straight to us to handle
FREE Shred Event - April 23, 2022
Wishing you and your family a beautiful Easter, with plenty of chocolate and the beauty of spring all around you.
We will not have office hours on Saturday April 16, 2022.
REMINDER: If you received your taxes back via FedEx or Portal, WE CANNOT FILE YOUR RETURN UNTIL WE RECEIVE YOUR 8879 BACK. This is the form that authorizes us to electronically file your taxes. If you received your return via FedEx, the form would have been on the left side of the folder. If you received your return through the Portal, you can electronically sign using the “signature” tab in the Portal. Please sign as soon as possible to avoid any further delays in processing your return. You can also find the form HERE
We are now past our drop off deadline. Any returns dropped off after March 25th we will be filing an extension to file.
An extension of time to file your return does NOT grant you any extension of time to pay your taxes. You should estimate and pay any owed taxes by your regular deadline to help avoid possible penalties.
Extensions extend time to file federal, state and local taxes until OCTOBER 17th.
With under a month to go, we are nearing the end of tax season! The last day to submit your taxes to our office for preparation will be FRIDAY, MARCH 25th by 5 PM.
Note: Any return received after this deadline will be automatically placed under extension.
Help Protect Yourself Against Cyber Attacks and Fraud
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Recap of our Tax Process
Tax document drop box 📬 is located at our Avon Office (36610 Detroit Road, Avon, OH 44011) outside the main entrance. It is secure (locked and grounded) as well as monitored (under 24/7 video surveillance).
We are strongly encouraging all clients to use our Tax Portal 💻 again this year. If you need to review how to use please review the Portal Instructions.
PLEASE make sure to review your checklist that ALL documents are included before dropping off. Please review our Tax Preparation Checklist 📝 to make sure all your documents are included. Reminder: uploading documents as you receive them WILL cause delays in the processing of your return.
Paperwork turned in ✔️
Taxes Prepared ✔️
Taxes Filed ✔️
Now check the status of your return - HERE
IRS outlined the refund timing and what to expect with the April 18 tax deadline. Read the article HERE
This tax checklist will help you organize everything you may need to bring us for tax preparation. We also need a completed drop off sheet and the APP form. Please refrain from dropping off or uploading until you have all your documents. This will prevent delays in the processing of your return.
We are strongly encouraging everyone to use our secure Portal. However, if you would prefer to physically drop off, there is a drop box outside the office.
After your return has been electronically filed and accepted, you can check the status using the IRS “Where’s My Refund” tool.
Most taxpayers who file electronically and choose direct deposit will get their refund within 21 days. However, the IRS is experiencing delays again this tax season which you can read more about HERE:
If you are enrolled in our Audit Protection Program, please bring us the notice to review and handle on your behalf. If you are not participating in the protection program, you will want to read the notice thoroughly and respond in a timely manner with any/all information requested. Once again, the IRS is experiencing processing delays so any information sent may take an extended period of time to process. It is important to note that receiving a notice does not necessarily mean there was an error.
Please wait until you have ALL your documents ready to drop off or upload to the Portal. Uploading documents as you receive them WILL cause delays in the processing of your return.
Click here for the Tax Preparation Checklist
The Internal Revenue Service, the Ohio Department of Taxation and Regional Income Tax Agency have been much more active in selecting individuals and companies for exam. Technology and updated statistical information have made our government entities much more efficient in increasing the number of tax returns that are being examined.
Please include this form with your tax documents and answer Yes or No. You can access the from by clicking AUDIT FEE PROTECTION PROGRAM (AFPP)
Start dropping off your documents. Please make sure to check your checklist (and check it twice) and that ALL documents are included before dropping off.
Our tax document drop box is located at our Avon Office (36610 Detroit Road, Avon, OH 44011) outside the main entrance. It is secure (locked and grounded) as well as monitored (under 24/7 video surveillance).We are strongly encouraging all clients to use our tax Portal again this year. Portal Instructions.
Video of what does the IRS say are the top 5 things you should do to make sure your tax return goes smothly - WATCH VIDEO
The upcoming tax-filing season is shaping up to be a chaotic one - Read the CNBC article on how to avoid delays
HOW TO USE THE PORTAL
Used the Portal last year and need a refresher? New to the Portal and want to learn more? Watch our video for everything you need to know - Portal Instructions.
If you used the Portal last year, you will use the same account information to upload and receive documents again this year. If you did not use the Portal last year but would like to this year, please email Tax@jlsmithgroup.com to receive an activation link.
Overview of email: Some important dates* to remember:
Overview of email: Welcome & what documents are needed to be dropped off in our drop box (or poral).
Please do not drop off until you have received all the documents we will need to prepare your return. You can reference Tax Appointment Confirmation Letter/Checklist for a general list of documents that we need for tax preparation or review your records from last year.
IMPORTANT: We also need the below forms filled out and included with your tax forms when you drop off or upload to the Portal.
Audit Fee Protection Program (AFPP)
Reminder: Our tax document drop box is located at our Avon Office (36610 Detroit Road, Avon, OH 44011) outside the main entrance. It is secure (locked and grounded) as well as monitored (under 24/7 video surveillance). We are strongly encouraging all clients to use our tax Portal again this year.