tax season is here once again! It does come around quicker than all of us want – I would bet on that!
i will be short and sweet here. I have a few items to share with you as we get rolling with tax season:
- Organizers are uploaded in Smart Vault. Look in TY19 Folder!
- If uploading documents, please send us an email once you have everything. We will be reaching out as well once we see items start to roll in.
- March 27th – if we receive the info after this date, there is a possibility of an extension. Please let us know if you would like one now as we can get that set up.
- There are some additional due diligence items this year as well – just so you know if we start asking some “strange” questions. Cryptocurrency? Foreign bank accounts?
Lastly, our firm keeps growing! Please welcome Madi Troub to our team (
)! Madi is our full time Admin Assistant and you will see her smiley face up front when you stop in! She recently graduated from UIC with a Finance degree. We are excited to have her on board and will be expanding her role in “all things financial”!
We are off to a great start with filing, which is always welcome news! As always, please reach out if you have questions. We are here to help!