Happy New Year!

It’s that time of year again! While we all hoped that 2021 would not be as crazy as 2020, seems like the universe had other plans. Nonetheless, we are once again here to make your tax filing as stress-free as possible. We remain grateful to serve you and thankful for the opportunity to engage. After another year of unknowns, we need it as much as you do! In addition, as we are obviously gluttons for stress (I mean we ARE in the tax business), we have moved to a new location! The new address is 1300 West Koenig Lane, Suite 230 (a few blocks down the road).

As always, each new year brings tax law changes. In late December 2021, and continuing into January, the IRS started sending letters to people who received advance CTC payments. The letter says, “2021 Total Advance Child Tax Credit (AdvCTC) Payments” near the top and, “Letter 6419” on the bottom righthand side of the page. If you received this letter, please provide a copy to your tax preparer. In late January 2022, the IRS will begin issuing letters to people who received a third payment in late January 2021. The letter says, “Your Third Economic Impact Payment” near the top and, “Letter 6475” on the bottom righthand side of the page. If you received this letter, please provide a copy to your tax preparer.

The IRS continues to remind taxpayers that, by law, the IRS cannot issue refunds claiming the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) before mid-February. This applies to the entire refund − even the portion not associated with the EITC or ACTC. The IRS expects most EITC/ACTC related refunds to be available in taxpayer bank accounts by the first week of March, if the taxpayer chose direct deposit and there are no other issues with the tax return.

To help offset any additional charges you may encounter due to tax law changes, and to help ensure all returns are submitted by the deadline, we are offering discounts on our tax preparation for early drop offs. The discounts are as follows:

25% through FEBRUARY 28
10% from MARCH 1 – MARCH 31


If you drop off your tax documents by February 28, 2022, you will be eligible for the 25% discount even if you must submit more documents/information later. In short, the earlier we receive your tax information, the earlier we can start, and the better your discount.   Please contact us for appointments.

Thank you, as always, for your continued business and we look forward to seeing you again this year.


Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.