Broker Check
Important Tax Information (Please Read)

Important Tax Information (Please Read)

January 24, 2020
Happy New Year!!  We hope the new year is getting off to a great start for you.
Tax season is once again upon us and I wanted to provide you with some helpful information on our website. Please take a moment to review. This information will assist you as you are gathering all your documentation for your taxes.

Our tax organizer will assist in ensuring that you do not miss out on any possible tax credits or deductions. (Great tool to refresh your memory of the past year)
Just like going to the doctors there is always paperwork for compliance and legal reasons and the tax preparation industry is no different.  Our engagement letter and tax organizer will need to be completed along with your other tax information.  Even though you might not think much as changed with your specific situation, the tax laws changed drastically in December 2017.  Please make sure to look over this information to help ensure that we have the necessary information for reducing your tax liability.
Due to changes in privacy and security protocols, we are requesting that if you need to send us tax documents that you use our secure portal.  Next week Julie will be creating personal accounts for our current clients.  If you do not see the instructions to access the portal, please contact Julie at jnaudet@afitonline.com

We want to make it as easy as possible for you to have your taxes prepared. Once you have gathered all your tax documentation you may: 
  • Mail your information to us and we will contact you with any questions.
  • Stop by the office between 9-5 and drop off.
  • Use our client Secure File Portal
  • Schedule a time to meet with me in person by calling the office or online
The filing deadline this year for business returns is Monday, March 16th. And for personal tax returns is Wednesday, April 15, 2020.  To ensure your return is completed and filed on time we must receive all your information by April 1st.  We do not begin working on your tax returns until we have received all your information.

If you require an extension, please e-mail Julie at jnaudet@afitonline.com. (request must be in writing)  There is a $25 fee for processing extensions.

We are here to help, so please do not hesitate to contact us if you have any questions or if we may be of any assistance.

I am truly thankful for the confidence and trust that you place in us and we are looking forward to seeing you soon. 


Warmly,
 
Mike Mead, EA, CTC
Alliance Financial & Income Tax
807 NW Vesper Street
Blue Springs, MO. 64015
P - 816-220-2001 x201
F - 816-220-2012
AFITOnline.com

Who is Alliance Financial & Income Tax