Welcome to 2023, a brand new year and I pray it will be way better than 2022. We all went through more trials and tribulations in 2022, but with God’s help we made it through. And, we’ll do the same in 2023. Continue to help others, be strong, take care, be safe and stay healthy.
Many changes created by the CARES Act, The American Rescue Plan Act and The Consolidated Appropriations Act have now expired. Our newsletter will help you understand which changes continue and which ones have expired.
Following are several reminders and new tax tips to help you prepare your information. Remember to start early. Being organized and prepared for your appointment or when you mail, email or drop off your information helps us get you the biggest refund allowable. So, if you want to get that BIG REFUND as soon as possible, call (309) 827-4010 with any questions, then set an appointment, drop off or send us your information. Our professional and knowledgeable staff is ready and waiting to serve you!
When Can I file? The IRS has announced that tax season will start on Monday, January 23, 2023, when they will begin accepting and processing 2022 tax returns. So, mail, drop off, email or call for an appointment and get your 2022 taxes prepared and your refund in the bank.
Fraud, Fraud, Fraud! Due to the extreme amount of fraud involved with the earned income tax credit (EITC) and additional child tax credit (ACTC), the IRS will not issue refunds involving these credits until at least February 15th. (IRS says they don’t expect to issue these refunds this year until February 28th.) The IRS is required under the Protecting Americans from Tax Hikes Act (Path Act), to hold the entire refund, even the portion not associated with the EITC and ACTC until February 15th. This change gives the IRS more time to help detect and prevent fraud.
WOW! HOW CAN WE DO THAT?
Your Dependents. We will prepare and electronically file your dependent’s Federal and IL return for only $50.
Our Friendly Referral $25 + $25 program. Due to your wonderful response, we decided to continue our Friendly Referral $25 + $25 program. What can I say, you guys are AWESOME! Thank you and please continue to refer your family and friends. As a reminder, here is how the program works. When you refer a family member or friend to Tax & Accounting Plus, we will send you a check for $25 and give your friend or family member a $25 discount on their tax preparation. Simply fill out one of the enclosed Friendly Referral $25 + $25 coupons and have your friend or family member present it at the time of their tax preparation. That’s it, $25 cash for you and a $25 discount for them. Sorry, this program is only valid for new referral customers.
Refund Transfer Deposit (RTD) or Refund Transfer Check (RTC). Now ONLY
$69.95 when we prepare your return. How would you like to have your taxes prepared and your return filed electronically and keep your cash in your pocket? You can with a RTD or RTC. With a RTD or RTC you can have your tax preparation fee withheld from your refund. After the bank has received your tax refund from the IRS (about 3-10 days), we will make a direct deposit to your checking account (RTD) or print you a check in our office (RTC) for the amount of your refund, less your tax preparation fee and $69.95.
WHAT MORE CAN TAX & ACCOUNTING PLUS OFFER YOU?
Tax & Accounting Plus, Inc. offers a full range of tax preparation and electronic filing services. We prepare personal, small business, non-profit, estate, trust, partnership, LLC and corporate tax returns, as well as state returns for every state. Self Employed returns are one of our specialties!
We also offer a full range of Electronic Filing services. We provide FREE ELECTRONIC FILING if we prepare your return. No up-front out of pocket costs with a Refund Transfer Check or Refund Transfer Deposit.
And that’s not all. Tax & Accounting Plus offers a complete payroll service, bookkeeping, accounting, business planning and incorporation service. We incorporate “C” Corps, “S” Corps, and organize LLCs as well as form non-profit organizations. From start to finish, Tax & Accounting Plus is here to serve you, because…We Work For You!
Appointment Hours. Call and schedule a time for a Face to Face meeting, Facetime or Zoom appointment. You may also mail, email or drop off your information. We will prepare your return and call you with any questions and go over the results. Our lobby is open for you to drop off or pick up your information at the designated times below. If you have any questions, please feel free to call us at (309) 827-4010.
Hours 9am – 8pm M-F & 9am – 4pm on Sat.
What to Bring to Your Appointment
To help ensure that your tax preparation appointment runs smoothly, please be sure to bring all of the following items:
- All W-2s, 1099s, or any other tax forms received.
- Any information pertaining to interest, dividend or any other income.
- K-1s from LLCs, Partnerships or S Corporations.
- Any information pertaining to sales of stock.
- Health insurance forms, i.e. 1095A.
- Categorized list of income and expenses for businesses and rentals.
- List of personal itemized expenses (i.e. medical, mortgage interest, property taxes, sales tax, charitable contributions, etc.)
- Social Security cards for self, spouse and dependents.
- Picture ID for self and spouse.
- A copy of your previous year tax return if prepared elsewhere.
- Any other information pertaining to your tax return.