Season's Greetings from the Beverly & Bucker Team!
We hope that everyone meets this season with good health. This year has been a tough one, but we are so thankful for our wonder clients and staff who came together during this difficult time. As a company, we are continually surprised by the empathy and kindness our clients display. In light of this, we would like to give a special thank you to our friends who brought in gifts or have sent us cards this year. We greatly appreciate your support.
Our letter has gone digital! We apologize to any of our clients who have been checking their mailboxes for our letter this year. We decided, with the influx of online ordering and the recent budget cuts that have been made to the Post Office, that it would be best to give them a break and distribute our letter digitally. It will be available on our website (beverlytax.com) or on our Facebook page.
This year is going to look very different. We realize that there may be a number of financial changes to your family this year depending on how you were affected by the pandemic so we may need information that you have not had to provide in years prior. We have provided a list below of possible information and/or documents we will need in order to prepare your 2020 Tax Return.
Early retirement distributions
Wage statements from unemployment
Small business loan, PPP loan, or EIDL grant
All clients must provide the amount of Stimulus (Economic Impact Payment) received. If you did not receive a stimulus check, there is a reconciliation on the 2020 Tax Return that will allow you to claim the payment if you qualify. A letter was sent out with each payment. You are welcome to bring this letter in with your Tax Documents or please refer to your bank statements and have an exact number ready at the time of your Appointment or Drop Off.
As far as appointments go, the 2020 Tax Season will more than likely look very similar to last year. Beverly & Bucker will continue to do our part to minimize face-to-face interactions as much as possible in order to keep our staff and clients safe while we wait for a vaccine to be nationally available. These are unique circumstances. However, our team will implement the knowledge we have gained from the prior tax year in order to provide you with the same level of service you have come to expect from us.
To keep our staff and clients safe, we ask that any clients who do not require a face-to-face appointment to please Drop Off your Tax Documents with our front desk staff. The Tax Return will be prepared in your absence and our staff will contact you when it has been completed. Many of our clients find that this is a faster, more stress-free method. If you are dropping off your Tax Return but would still like to discuss your concerns with a Tax Preparer, a Phone Appointment option is now available! To schedule a Phone Appointment, please contact our office or select the Phone Appointment option on our website. Due to IRS guidelines, we are not able to use online phone call platforms such as Zoom, FaceTime, Google Chats, or Signal. These third-party calling platforms do not provide the level of security required for discussing sensitive personal information.
For our clients who necessitate a face-to-face appointment, please schedule either through our website or by phone. This does not guarantee that we will be able to meet in person. As stated before, we are required to adhere to state and federal Covid-19 guidelines. What we can guarantee is that as soon as we know there is a change in protocol, we will inform our clients and work hard to accommodate your needs. A mask is required to be worn during the appointment. Our front desk staff will have extras available. For clients who are able to Drop Off Tax Documents, we would like to make sure you are aware of our variety of Drop Off methods.
As always, Tax Documents can be mailed to our office, dropped off with our staff during our office hours, or dropped off after hours via the mail slot beside our front door. But with these challenging times, we wanted to make sure our clients know how to use our Contact-Free method. Did you know we can accept Drop Offs virtually? Please do not email sensitive documents to our office or submit them via Facebook. These are not secure options to submit sensitive information. If you would like to virtually submit your documents, please contact our office via phone or email to request a link to our secure, Document Sharing Portal. Upon request, a link will be sent to you via email. This link will be randomly generated and, for your security, should not be shared. Once you have received the link, you will be able to upload your documents to our secure portal, at which point our staff will be notified and will be able to view your documents to prepare your Tax Return. If you have any questions concerning our Contact-Free Drop Off method, please let us know.
No matter how you Drop Off this year, please include your Name, Phone Number, Address, and a list of any changes in family structure such as Marriage or changes in the number of Dependents. If you have questions concerning what documents should be included when dropping off, our staff will be more than happy to help.
Client Organizers are available! These are helpful tools that list what documents we will require to prepare your Tax Return. Client Organizers are based off of the information you provided to our office for the prior Tax Year, so they will not include any information that has changed since we last saw you. If you are new to our office this year, Welcome! We have blank Client Organizers available for you. While they will not have a list of documents that you have used for prior Tax Returns, they will have a summation of documents you may need to bring in depending on your needs. If you would like a Client Organizer, please contact our office via phone or email. Blank Client Organizers are also available on our website.
I would like to, once again, thank our amazing clients. Our team is excited help navigate this unprecedented tax year. We hope everyone has a great New Year and we look forward to working together in 2021!
Ryan Beverly E.A.
Full content and downloadable PDF available below
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