2021 TAX SEASON 

Welcome to the 2021 tax season!  We look forward to assisting you with your income tax preparation. Unfortunately, due to the Covid surge we will not be holding any in person appointments this year. However, we will still be providing you the best service regarding your 2021 Income Tax preparation!

 

We respectfully ask that you mail or drop off COPIES ONLY of your tax documents to the Massapequa Park office. We will be keeping your copies on file so please keep your original documents.

 

You may drop off your documents as soon as you have all of your 2021 information.  The IRS expects to begin accepted electronically filed returns at the end of January.

 

All completed returns will be emailed to you once they have been prepared by Kevin and your payment has been received.

 

***PLEASE VIEW THE Tax Document Checklist (click link) to help guide you with the forms you may need for your filing. 

Note: not all of the items on the list will pertain to you.  

 

* Please DO NOT fax or email your tax documents  

* Submit COPIES only of your tax documents

* We recommend that you mail your documents with tracking

* Send YEAR END statements only (remove from envelope)

* COMPLETE the Client Contact Sheet (click link) 

* Include IRS Letter 6419 regarding Child Tax Advance Credits

* Rental Property ~ complete the Rental Property Worksheet

* Business/Freelance ~ complete the P&L Worksheet

* Include payment with your tax documents 

   New clients may call the office to inquire about their fee

    ~Returns will not be processed until payment is received~

 

**Reminder to those who took out a Coronavirus-Related distribution in 2020 ~ you will be taxed on that income on your 2021 and 2022 Income Tax returns.  This will impact your tax return!

 

Tax Preparation ~ DROP OFF/MAIL IN:

*If you wish to drop off your tax documents, please bring them to the Massapequa Park office (SIDE ENTRANCE DOOR).  Remember to submit COPIES ONLY (keep your originals).

*If you wish to mail them, please mail them to the Massapequa Park office and remember to mail them with tracking to ensure they are received.

*Please submit YEAR END STATEMENTS ONLY (no quarterly statements). 

*Please include the updated client contact information sheet.  

*Kindly include payment with your tax documents.

   

Also, please do not send duplicate copies of your documents.  

 

FORMS OF PAYMENT:

*Venmo ~ @kevin-wilson-192 (four digits associated with account are 7717)

*Personal checks (No post-dated checks)

*Credit cards

*Zelle ~ TD Bank ending in 5408

*Cash and Money orders (made out to Kevin Wilson, CPA)

*Fee Collect is no longer available.

 

 

Long Island Office Location:

Massapequa Park

220 Park Blvd.

Massapequa Park, NY 11762

*SIDE DOOR ENTRANCE*

(516) 797-5005