THANK YOU!

Thank you to everyone who has helped make this tax season a success! We are so grateful for your business & your friendship. We are honored to have you all as part of our Stewart-Longhurst Family.

With just a few days of tax season left, lets keep things going strong! Please be watching your emails & voicemails for any last minute questions we may have as we finish up returns before the April 15th deadline.

Thank you again!

 

 

Message from Your CPA

What is our Client Portal?
You probably receive email from our Client Portal as we have worked on a job for you. And you may be wondering--Just what is the Client Portal and how can I use it?

What our Client Portal IS:  
Our Client Portal gives you an inside view of where your job is in our work process--saving you the trouble of calling to ask us for updates.  You can log in and view the current job status anytime, 24/7.  It will even give you an expected date as to when your project will be complete.

When your job is “In Process” that means a tax pro is working on your job.  If the status is “Waiting on Material” you’ll know we can’t do any work on the job until you provide us with documents or additional data.  (We also always request such data over the phone or via email).  When it says “In Review” you know that a tax pro and Greg or Hanna are reviewing the documents.  When it says “Ready to Be Picked Up” it is in our front office waiting for you.

What our Client Portal is NOT: 
It’s NOT a place to view your tax return.  (If you need a digital copy of finished work, we can provide that.  Just let us know.)

Nor is it a place to upload or send data to us.  (Please email or call so we can determine the best way to receive your data.)

And sadly, it doesn’t tell you when you will receive your IRS refund. (Only the IRS website can provide that.)

We hope the information from the Client Portal eases your mind about your projects in our office.

--Hanna 

IMPORTANT DATES
NOTICE:  Our off-season office hours start next week (April 16th) and will be:

Monday - Thursday from 9:30 - 5:00
CLOSED ON FRIDAYS
 

1st: April Fools Day
15th: 1120-C-Corp & 1040-Personal Tax Filing Deadline
18th: Monthly & Quarterly Sales Tax information due to Office
25th: Monthly Sales Tax Filing Deadline
30th: Quarterly Sales Tax & Property Tax Filing Deadline

18th: Monthly & Quarterly Sales Tax information due to Office
28th: Memorial Day- Office Closed
28th: Monthly Sales Tax Filing Deadline

 

EXTENSIONS


It's that time of year again! Please look below at our extension FAQ's and respond to this email if you have any questions :)

FREQUENTLY ASKED QUESTIONS about Extensions

 
What does an extension accomplish?  An extension is for an extension of time to file only, not to pay the taxes.  Taxes still must be mailed in by the due date.  If we estimate that you owe taxes, we will contact you and advise you of how much is due.  You will then bring the check to our office for processing and mailing.  The extension moves the filing deadline to October 15th.
 
Will filing an extension increase my chances of being audited?  Absolutely not!  This belief is a tax myth perpetuated by folks who are petrified of the IRS.  Many taxpayers file extensions every year and are never audited.
 
If an extension is filed, just when will my taxes be completed?  Most all returns extended are completed in May.
 
Is my signature required on the extension form?  No.  There is no signature line on the extension form.  In addition, most all extensions are now filed electronically by our firm.
 
Will you send my extension to the IRS for me?  Yes.  We file the extensions via the IRS’s E-filing System and maintain proof that it was filed timely.
 
How do you estimate the amount of tax due with the extension?  We use current data available to us that you have provided to calculate a rough estimate of the tax due.  This may include just your prior tax return.  Our estimate will be adjusted to the actual amount due when we file the taxes and at that point you will receive a refund or minor amount due.
 
Do I have to pay the amount you estimated?  No.  You are free to adjust the estimate to what you think it should be or not pay it at all.  Be aware that if you end up owing taxes when you do file your actual tax return, the IRS will assess taxes and interest.
 
Will you show me how you arrived at the estimate?  Since it is just an estimate, we can provide you, over the phone or email, the basis for our estimate.  However, since it is just a rough estimate, going over it in detail during an appointment is futile.
 
 
   
 

Call or Text Now!

 509-468-9617

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