The entire team at CPA Solutions wishes you, your staff and your families health and prosperity in this New Year! 

And what a year this has been. The challenges of COVID are not over as we see spikes across the country and throughout the world.  However, with vaccines being distributed and continued efforts to social distance, wear masks in public and adhere to the CDC guidelines,  we will get past this pandemic and start recovering from its effects.

It’s Tax Time!!!

Due to the current COVID situation nationwide we will not be accepting any in-person tax appointments in 2021. We will be happy to schedule a phone/zoom meeting after the completion of the return to review and discuss the outcome.

We have started practicing virtual meetings during the 2020 tax season and we believe the transition was quite smooth. As much as we enjoy seeing our clients in person, we cannot risk the health of our team members and their families during tax season, which is a crucial time for our business.

Upon request, we will provide you with your personalized tax organizer.  Remember, we need to know about all changes, such as address, email, phone number(s), filing status, dependents and bank account changes (for your refund.) 

Once you have all of your data collected, please use our secure Client Portal to upload your documents. For security purposes, we highly discourage using email for document delivery. You can also mail tax documents to us. If you do choose snail mail option, we prefer that you send us copies of your original documents. 

For those of you who also have a business – please remember that the filing date for Forms W-2 and 1099 is January 31st.  If we’re preparing these for you, please get your information to us promptly.

We look forward to serving your tax, accounting, and financial needs again this year. 

CPA Solutions, Inc.