IRS Registered Tax Return Preparer

Please email or call us. (518) 421-6204

Annual Tax Letter

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Bob Picarillo: 518-421-6204

Tax Preparation & Bookkeeping

Web site:  WWW.PicarilloTax.Com



January 1, 2020

Dear Client:

The 2019 tax season will soon be upon us. Having recently attended my annual training with the IRS and Cornell University there is not a lot of tax changes for 2019. Here are a few changes to expect: 1) your tax preparation results will most likely be comparable to that of last year (unless you have changed your withholding amounts); 2) the tax tables have been reduced slightly so we will be paying a little less in taxes this year; 3) also for some clients the child credits and earned income credits have been increased; and 4) other changes will impact the tax preparers.

Last year I implemented a new tax return processing procedure. The tax software that I use has been upgraded to allow for safer and easy transmission of tax documents without leaving your home, including the Requirement to electronically sign your return before e-filing.

This year I am boosting the capability to transmit documents electronically, and, make it faster, easier and more secure for you. By transmitting your documents there will be no need to come to my office for an appointment, unless you prefer that, thus saving you time and giving you the capability to access your files on-line at any time 24/7. I have been serving most of you and your families for years and know most of your situations as it pertains to processing your tax return. And you are only a phone call away should I have a question.

Also this year you will be the ability to pay your preparation fees using one of several methods. The old trusty methods of paying in cash or check are available but may be a little time consuming in having to drive to my office. The other methods that will be available are: Credit Card processing; and Pay Pal. Paying the preparers’ fees from a refund is too costly (over $50 in bank charges) to utilize.

Of course I realize everyone does not like or are hesitant to use the internet. So I will still accept face to face appointments should you prefer not using the automated processes. You can make appointments by calling me for a date & time or by going to my web site (PICARILLOTAX.COM) and view the open appointment dates and then select based on availability.
Most importantly, at the end of this e-mail is a key tab entitled: SIGN. Please click on this tab for two reasons. First it lets me know that you received and reviewed this email and secondly, it will drive you to your new log-on screen where you will create a PASSWORD , enter and have access to an Engagement letter; a Questionnaire about some personal data (to insure I capture the correct SS#, address etc); and a Documents List identifying docs to bring to the appointment or scan to me (W-2s, etc).

I strongly recommend that you access my web site (Picarillotax.com) and view the videos on how these processes work. I am confident you will find it easy and you will decide to use this process. All procedures are simple to follow and feel free to call me with any questions.

Thank you for your patronage and have a wonderful New Year.

Respectfully yours,
Bob

Picarillo Tax Services, LLC

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