Use the 2024 Tax Organizer on this website or the one that was mailed as a starting point to gather your document.

Below are the dates you should receive tax documents from your employer or financial institution.

• For 2024 ALL W-2’s and 1099-NEC’s MUST be filed with the government and sent to the employees & subcontractors by January 31, 2025.
• Brokerage statements 1099’s for Interest, Dividend and Capital gains by February 15, 2025.  Be aware that these statements can be amended to meet the Feb 15th deadline.
• K-1’s deadline to be issued is March 15, 2025.

Please note the checklist and personal update sheet mailed will be a short version of the one that is on this website. The mailed copy should be included with your tax documents. If you would like a list of last year’s documents used in preparing your return or would like a detailed organizer, let me know.

2025 TAX SEASON APPOINTMENTS

If you do not need to meet with me, you may submit your documents directly without an appointment via the client portal (SecureFilePro or Verifyle.  Information may also be mailed to our office, please use tracking and send copies not originals. If you choose to email your information, please take steps to ensure cybersecurity (i.e., password protecting documents, etc.) document. The portal is my first choice.

The IRS has announced that it will likely begin accepting 2024 e-filed tax returns by January 30, 2025. I will be taking appointments from February 8^th   through to March 28^th. Feel free to upload your documents using the guest portal or contact me for a link to Verifyle (backup portal) any time after Jan 30^th.

The last day I will be taking appointments prior to the April 15th deadline is Saturday, March 29th, 2025.

I will be in the Bethel Island office located at 6163 Bethel Island Rd, on Saturdays and Sundays, by appointment only. Please note, the address is not used for mail delivery. If you need to mail tax documents, let me know.

If these times do not work for you, please let me know, we can mutually agree on another time in my schedule that will work for you.

Note that there are a limited number of appointments during this time frame, so please schedule early. Any returns needing further documents will have to be filed on extension. At the March 29th meeting, I will let you know if an extension will be needed.

Important Information Regarding Your Tax Return Delivery

As I continue to prioritize both efficiency and security, and finalize your tax return, I wanted to provide you with important details about how your documents will be delivered.

If you are receiving a copy of your tax return in paper form, please note that you will receive a condensed copy of the return with the major forms necessary for your record keeping, along with your source documents.

However, for your privacy and security, the full set of your tax return and supporting documents—scanned copies of any paperwork used to prepare your return—will be made available, through the guest portal until May 31, 2025, as an attachment to an email, on a CD or thumb drive, as a password-protected digital file.

If you have any questions or need further clarification, please do not hesitate to reach out to me. I am always here to assist you.