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2017 Tax Prep Tips

January, 2017

Happy New Years Everyone!

This is the time of year for implementing your new year’s resolutions and to start planning your annual visit to my office.  I always cringe this time of year knowing the type of wear and tear that is going to put on me and what it is going to take to get through the busy season, but I am always comforted to know I will be seeing each and every one of you, and that is the part that is enjoyable.  As you start gathering your documentation and preparing for tax season, I wanted to send you some important updates and reminders before you come in.

  • The IRS will begin accepting business returns as of Friday, January 6th and individual returns on January 23rd. That is not the first day we start accepting people into our office, as you are more than welcome any time before that.  We can always complete return prior to the date, but we just won’t be able to process anything until then
  • Individual tax returns will be due April 18.
  • Partnership tax Returns are now due March 15.
  • Refund claims in January and early February that contain the earned income tax credit or the additional child tax credit will be delayed and not issued until February 15. This is contributed to additional due diligence requirements and antifraud measure the IRS has implemented.
  • Please remember to bring your ID and the ID of your spouse. it is becoming a more and more detrimental that we incorporate this information with your tax return.  This ensures that return we file is the correct one and thwarts fraudulent returns that may be using your social security number.  .
  • If you have been a victim of identity theft in regards to your taxes, don’t forget to bring a copy of your Identity Protection Personal Identification Number (IP PIN). You should have received a CP01A notice that contains that information.  If you have lost your IP PIN and/or didn’t receive on in the mail, you can retrieve it at:  If you are unable to retrieve it online, you may call the IRS at 800-908-4490.
  • Health Insurance: please make sure you verify you health insurance coverage.  You will be receive a Form 1095 in one of three varieties:  1095-A if you went through the Marketplace, 1095-C from your employer if your company has more than 50 employee, 1095-B for all others (small employers and private insurance purchases.  This comes directly from the insurance carriers).  We can verify insurance through an employer or privately in many ways, but we cannot finalize a return for someone that has their insurance through the marketplace.   You must reconcile your advance subsidy/premium assistance.  Failure to do so will delay your refund and could your subsidy to stop in 2018
  • Be prepared earlier with our updated and attached tax prep checklist and taxpayer organizer (these will also be available on our website on the home page).
  • Make your appointment early. We begin accepting them today.  The sooner you contact us, the better chance you have in getting the date and time you want.  We schedule all the way up to the first week of April.  You can request and appointment by calling us at 215-462-7465, emailing my assistant Linda at, or via our website –
  • Subscribe to our newsletters. Like getting information from me and would like tax tips throughout the year?.  Just go to, and we will send you updates on a quarterly basis.