Welcome to Tax Season 2020
The IRS tax filing deadline of April 15, 2021 will be here before you know it!
When you engage us as your trusted partner to prepare and file your tax returns, we work to ensure every tax credit and deduction.
Return your completed 2020 Tax Organizer to our office (via U.S. Mail, email, SmartVault or in person) by March 15, 2021 and enter to win a Starbucks gift card! Organizers and documents received after April 1, 2021 may require filing an extension with the IRS.
Use your SmartVault account to send documents via our Secure Document Storage & Client Portal sharing solution for tax returns, tax organizers, source documents, and other documentation. This dramatically improves access to your documents 24-hours a day (at no cost to clients who choose to "opt in").
Please provide the following 2020 Tax Return information:
- W-2: wages, income
- 1099: income, interest, dividends, stocks, etc.
- Brokerage statements: stock, bond or investment transactions
- Closing statements (real estate transactions)
- Form(s) 1098 (mortgage interest) and property tax statements
- K-1: income / loss (partnerships, S Corporations, etc.)
- Health Insurance statement: 1095 A, 1095-B) or 1095-C
- All other supporting documents (schedules, checkbooks, etc.)
- Tax notices received from the IRS (or other taxing authorities)
Did you know that 85 percent of tax filers get professional help from a tax preparer?
Reasons include missing documents, fear of owing the IRS, or not knowing how to correctly file a return due to the ever-changing tax laws. The good news? Our expert experience and knowledge of ever-changing tax laws ensures you get the best return. Our team of CPAs will make sure to prepare and file your tax returns on time. We look forward to working with you with the goal of getting you the best return!
Remember to send your tax documents to our office by March 15, 2021.
You can view your IRS tax status at IRS.gov/account:
- View Balance
- See tax payments
- Pay your taxes
- Access tax records
Let Mercer Island Accountants keep you up to date on the latest U.S. and international tax laws and accounting news ... Contact us @ (206) 281-9444 or visit www.mercerislandaccountants.com with questions or to request a consultation.
Thank you for choosing Mercer Island Accountants!
Mercer Island Accountants provides expert accounting services and will customize a plan just for you! We understand federal, state, and local tax laws to get you the best return.
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