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  • Writer's pictureSamantha Hawkins

Tax Season Update

Will you meet the deadline?

We're looking forward to assisting you with your tax needs. We encourage you to submit your tax documents soon in order to meet the approaching filing deadlines.

Please note that all tax documents must be uploaded to your client portal. If you are a current client and need access to the portal, please follow the steps below:

  • Check your inbox and spam for the invite from Client Axcess.

  • If you confirmed that you did not receive the invite or forgot your login details, please log in via our website - - by clicking on "Portal Login" at the top then "Forgot Password."

  • If you are still having trouble logging in, please send an email to to request access or assistance.

We are ALWAYS happy to assist you with your accounting and tax needs and appreciate your business. However, due to busy season volume, we have adjusted our process for scheduling meeting and consultations. Therefore, as of Friday, February 11th, our electronic booking system has been closed. Current & returning clients should send an email to to request meetings & consults. Anyone looking to make inquiries about our services, please understand that, due to volume, we are not accepting new clients at this time. We anticipate re-opening out new client intake after tax season. Potential new clients that have already scheduled a consultation, the above cutoff message is not applicable to you.

Have you heard?

Tired of getting tax notices that are not applicable to you? Well, look no further. The IRS has announced the temporary suspension of several automated notices to allow them to work through the backlog that they are experiencing due to limited resources. Some taxpayers may still receive notices that were pushed out prior to this announcement. Be sure to check out the list of suspended notices to determine if you need to respond accordingly.

Last-Minute Ways to Reduce Your Taxes

~ Make retirement plan/HSA contributions (if you qualify). You have until 4/18/22 for to contribute to a IRA, deductible or not, for 2021 (10/17/22 for a Keogh/SEP). Contributions to a traditional IRA, Keogh, or SEP can help lower your tax bill. ~ Utilizes carryforward capital losses. You can use up to $3,000 of capital losses to offset your ordinary taxable income.

~ File & pay on time and avoid late-filing penalty of 4.5% per month (max 22.5%) of the tax owed and a late-payment penalty of 0.5% a month (max 25%) of the tax due.

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