Welcome to Tax Season 2023

When you engage us as your trusted partner, we work to ensure every tax credit and deduction. 

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"). New to SmartVault? Ask for a link!

Please provide the following IRS Federal 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 supporting documents (schedules, checkbooks, etc.)

• Tax notices received from the IRS (or other taxing authorities)

Return your completed Tax Organizer to our office (via U.S. mail, email, SmartVault or drop off) by March 15, 2024 and enter to win a Starbucks gift card! Organizers and tax documents received after April 1 may require filing an extension with the IRS. If you think you will need an extension (included with our services) just let us know and we will file an extension with the IRS on your behalf --  giving you until October to file your tax return.

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 most favorable return. Our team of CPAs will make sure to prepare and file your tax returns on time. We look forward to working with you as your trusted partner with the goal of getting you the best return!

You can view your IRS tax status at IRS.gov/account:

• View Balance
• See tax payments
• Pay your taxes
• Access tax records

Where’s My Refund?  If you are still waiting for your 2020 tax refund, you’re not alone. The IRS is slow processing tax payments and refunds due to Economic Impact Payments. Visit www.IRS.gov to track your tax refund. We can confirm your tax return was indeed filed and accepted by the IRS.

Mercer Island Accountants will keep you up to date on the latest U.S. and international tax laws and accounting news ... Contact us @ (206) 281-9444 or email: Sue@mercerislandaccountants.com with questions or to request a consultation. We understand federal, state, and local tax laws and will customize a plan just for you!

TALK TO OUR EXPERTS TODAY!