This Quarter’s Topics 

Picture of the recent fire from the window of our office.

• Tax Preparation

   

• Questionnaire

   

• Tax Return Mailing

   

• Priority Mailing

   

• Call Us While In The Planning Stages

Tax Preparation

Each year we have many taxpayers that mail us their completed questionnaire and accompanying documents in January and early February.  If you are one of those, please be aware that we do not begin preparation until at least mid-February.  Our software is generally not ready until then and we have found that most of you will receive a late document that will need to be sent to us.  It is best to wait and make sure you have everything before you mail us anything.

Questionnaire

• If you choose to fill out the questionnaire by hand, please write neatly and take your time.   
• Please include good contact information and let us know which phone number you prefer us to use.  
• Be sure to wait until you have ALL of your documents before mailing.
• If you mail your documents to us with a return signature requested, please be aware that this will delay processing.
• We DO NOT need 3 copies of everything.  We do need 3 copies of each W-2, but many times there can be multiple copies on the same page.  If you have 3 copies of your W-2 together on one page, then we only need that one page.

Sending Your Return to the IRS/State

We have noticed that more forms are being returned with a request for an original signature.  It appears that sometimes your signature looks like a copy rather than an original signature.  We recommend you SIGN your return with BLUE INK.

Priority Mailing

The turnaround time in our office is generally less than a week but we have found an increase in the length of time it takes for mail to reach us and for mail to reach you.  It can regularly take 6 or more weeks for a return to get from us to you.  To avoid that, you can send us a postage paid priority mail envelope (we will include tracking if you do not) and that will guarantee fast, safe and informed delivery.

Call Us While in the Planning Stages

We receive many calls regarding decisions that are made in the area of taxes, retirement, etc.  It is best to call us before a decision is acted upon as once it has been carried out it is often too late to correct a costly error.

Sincerely in Christ,

James W. Rickard

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