This Quarter’s Topics 

• Questionnaire
  
  

• 3 Copies
  
  

• IRS Refunds

   

• Mailing

   

• Blue Ink

Our 2025 tax data questionnaire is available at:  http://ssfoundation.net/pastors/wp-content/uploads/2025-Questionnaire.pdf

Tax season is upon us and here are a few things we
want you to know:

YOU CAN HELP US
Here are a few things you can do to help the season go more smoothly for us:
Please do not call to check and see if we received your tax return.  If you
would like to know when we receive it, please use Priority Mail with tracking.
Please note that we do not begin preparation of tax returns until
mid-February.
Please write neatly if you choose to handwrite the questionnaire.
Please do not send your tax package to us with a signature request.  This
slows down our receipt of your information and requires us to wait in a long line at the post office.
Please give us plenty of contact information so we can reach you if needed.
Please make sure your voicemail box is set up and get back to us as soon as you can when we leave you a voicemail.

3 COPIES
We DO NOT want 3 copies of your documents.  We do ask for 3 copies of your W-2 and your employer should provide enough for you to send us 3.  The 3 copies may be together on one sheet and if that is the case, we only need one copy of that sheet.  We DO NOT need 3 copies of anything else – just the W-2’s.

IRS REFUNDS
The IRS wants you to use electronic deposit if you have a refund.  Paper checks can still be sent to you, but your refund will be delayed by 6 weeks if you choose that option.  They do not plan to send checks after this tax season.  Your routing and account numbers will need to be written in the signature area of your tax return.  Do not send us your personal account information, be prepared to write that in yourself when signing the tax return.

 MAILING
The biggest delay in getting your prepared tax documents back from us is the time the package takes in the mail.  You can greatly reduce this by mailing your information to us using Priority Mail and then sending us a postage paid Priority Mail label for the return trip back to you.  You can send us a postage paid Priority return envelope but the Priority label works just fine and reduces the size of the package you mail to us.

BLUE INK
This year when signing your tax return we urge you to use a blue ink pen.  The IRS is returning many signed tax returns claiming that the signature on the return is not an original signature.  Signing in blue ink eliminates this threat as blue ink is obviously not a photocopy.

Sincerely in Christ,

James W. Rickard

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