This Quarter’s Topics 


  • 2024 Tax Season


  • Estimated Payments

  • Child Credits


It’s here!  Some things to keep in mind…

  • Our 2023 Tax Data Questionnaire is available here:
  • Please provide us plenty of contact information, let us know if you
    prefer one method and be available.
  • We use first class U.S. mail which can take 3 to 4 weeks. If you enclose
    a postage paid priority envelope for us to use, it will take days to get
    back to you – not weeks.
  • Please do not mail your documents to us with a signature request.
  • We do not need 3 copies of everything. We ask for 3 copies of your
    W-2’s but not 3 pages of W-2’s.  If you have 3 W-2’s on one page, then
    we only need that one page.
  • We no longer prepare local returns. If you mistakenly enclose one, we
    will be sure to mail it back to you.
  • Please do not send IRS notices with your 2023 tax documents. If you mistakenly enclose one, we will try to mail it back to you.
  • Please wait until you are sure you have everything. It really delays the process when you must mail it all back to us because you received an additional document.
  • We do not begin mailing completed returns to you until at least mid-February.
  • When you receive your tax packet, be sure to file “YOUR COPY” of the 2023 tax return in a safe place. The IRS requires you to keep it for a minimum of 3 years.  You need it as a resource for future financial requests.


The IRS has cracked down on estimated payments.  You will now be penalized if you do not make quarterly payments when required to do so.  Quarterly payments are 4 equal payments, paid by each quarterly due date during the year.  You are required to make quarterly estimated payments if you will owe $1,000 or more when you file your tax return. 


You must have your child’s social security number by the due date of your tax return in order to claim that child for purposes of the Child Tax Credit (CTC) and the Earned Income Tax Credit (EITC).  If you do not have the SSN, it is important that you file a request for an extension of time to file so that your due date is extended.  If you file your return without that child, you cannot amend it later to claim either the CTC or EITC.

Sincerely in Christ,

James W. Rickard

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Attention: Tax Law is subject to interpretation. Please be advised that the material contained on this Web site is for information only and is not intended to be a substitute for professional legal advice. The Stewardship Services Foundation endeavors to update the information on this site on a regular basis, but cannot guarantee its accuracy at all times.