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DOCUMENT LIST


January 12, 2022

Dear Client,

We hope that you are all staying healthy and keeping faith that 2022 will bring brighter days for all.

We are celebrating our 32nd year in business and can’t thank you enough for your continued confidence and support. Again, the 2021 tax year will bring many new challenges and some changes we have never faced before. Please have extra patience should we take a little longer in preparing your return.

To assist in making us more efficient, please take note of the following:

  • Visit our website for answers to many questions www.magascpa.com
  • Email Cathy (cathy@magascpa.com) to schedule appointments, to get answers not available on the website, and any billing questions.
  • Consult George prior to any decisions regarding Social Security, retirement income planning, incorporating, rolling over retirement funds and investments.
  • Email Kyle (kyle@magascpa.com) with tax and/or payroll questions, with additional tax information to be added , with any tax questions, and to request an organizer.
  • Consider uploading your information to our secure portal. Instructions can be found on our website listed above. (Please call Cameron if you have any questions)
  • All tax documents given to us out of envelopes and organized in order of the organizer.
  • Double checking that you have provided us with all info needed, including child care credits and/or stimulus payments received in 2021
  • Please wait for us to contact you with questions or notice of completion.

As of today, the filing deadline is April 18, 2022. We will need all info by March 25, 2022 in order to prepare on time, as a designated “paid preparer”, I must be paid before I can electronically file.

We are requesting that those of you who usually prefer a face to face appt, schedule a telephone or virtual meeting this year. We would need your information sent in at least one week prior and there will be a meeting charge of $50. We can’t guarantee an in-person meeting, but if you strongly feel you need one, the additional charge is $75.

Outside of appointment fees, our fees will be based on:

  • Organization
  • Number of Forms
  • Complexity
  • Extra time spent on collecting additional information

Extensions are completed by written request and with a payment of $60.00. PDF copies of past tax returns have a charge of $25.00. As a reminder, all previous tax returns are uploaded on clients Smart Vault portals.

We remind you that tax planning should be addressed throughout the year as an integral part of retirement planning. As always, we encourage you to contact us to discuss how these issues impact your tax position, as well as your retirement.

We look forward to working with you again this year and wish you a happy, healthy, and prosperous 2022!!




Sincerely,

George S Magas CPA



Here to help you in 2022….. George, Cathy, Kyle, Cameron, Adriana, Isabella , Nick and Alec