Tax returns, refunds and balances, oh my! – Tuesday, March 24, 2020 2:34PM

TAX REFUNDS:  Our deadline this year to guarantee your tax return was completed by the normal due date was February 20, 2020.  Ordinarily we process returns on a first come, first served basis.  But these are not ordinary times.  If you participated in Tax Planning with us and are anticipating a refund, or if you typically get a refund and are expecting one this year also, it is not too late to send your data.  Get it to us and we will put you on our priority list!  If possible, please send your data electronically since most of our workers are remote at present.  That will get your data into our system in the fastest manner. Send information securely HERE.  Please know we are doing everything we can to help you through this stressful time.

We are currently not focusing on returns with expected tax balances due since it would be unwise for you to part with the cash right now and those returns are not due until 7/15/20.  If you are expecting to owe, please be patient with us as we help your fellow colleagues obtain the refunds they are due.