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2018 Welcome Email and 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 work hard to get myself mentally and physically prepared for this time of year knowing what it is going to take to get through the busy season, but I am always comforted to know I will be seeing 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 all returns as of Monday, January 29th. 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 17th.
  • Partnership tax Returns (and Multi-Member LLCs) are due March 15th, as well as S. and C. Corporations.
  • Refund claims in January and early February that contain the earned income tax credit, or the additional child tax credit will be delayed a few additional weeks (end of February). 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 instrumental 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 regarding 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 your health insurance coverage.  You will be receiving 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 employees, 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 until the last week of tax season, which is April 9th.  You can request and appointment by calling us at 215-462-7465, emailing my assistant Linda at, or via our website –
  • Can’t make it in this year? We have multiple way we can work with you remotely via our Encrypted bank-level secured portals, we can make more effective and efficient than ever to continue to work with you regardless of your location and time constraints.  Please contact us for more details.
  • 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.

As always, I appreciate the continued opportunity to serve you and wish you a wonderful and prosperous 2018!