January 12, 2022
We hope that you are all staying healthy and keeping faith that 2022 will bring brighter days for all.
We are celebrating our 32nd year in business and can’t thank you enough for your continued confidence and support. Again, the 2021 tax year will bring many new challenges and some changes we have never faced before. Please have extra patience should we take a little longer in preparing your return.
To assist in making us more efficient, please take note of the following:
As of today, the filing deadline is April 18, 2022. We will need all info by March 25, 2022 in order to prepare on time, as a designated “paid preparer”, I must be paid before I can electronically file.
We are requesting that those of you who usually prefer a face to face appt, schedule a telephone or virtual meeting this year. We would need your information sent in at least one week prior and there will be a meeting charge of $50. We can’t guarantee an in-person meeting, but if you strongly feel you need one, the additional charge is $75.
Outside of appointment fees, our fees will be based on:
Extensions are completed by written request and with a payment of $60.00. PDF copies of past tax returns have a charge of $25.00. As a reminder, all previous tax returns are uploaded on clients Smart Vault portals.
We remind you that tax planning should be addressed throughout the year as an integral part of retirement planning. As always, we encourage you to contact us to discuss how these issues impact your tax position, as well as your retirement.
We look forward to working with you again this year and wish you a happy, healthy, and prosperous 2022!!
George S Magas CPA
Here to help you in 2022….. George, Cathy, Kyle, Cameron, Adriana, Isabella , Nick and Alec