1360 Deer Run
LaBelle, Florida 33935 (mailing)
1360 Deer Run – MUSE, FL (physical)
firstname.lastname@example.org - office
email@example.com - Sandy Yerk
firstname.lastname@example.org - Cody Yerk
email@example.com - Kathy Acquisto
We are on FACEBOOK, - for automatic updates/reminders please contact/friend Sandy Yerk to get added to the private side if you're not there already!!
Most recent updates: More... (category)
IF YOU ARE BOOKING AN APPT THEN $$ IS DUE AT TIME OF SERVICE or there will be no service!
Ladies & Gentlemen:
Per IRS regs, we must have legible COLOR copies of your DRIVERS LICENSES (we can make them if need be) - to file your income taxes we must "run" your licenses against the IRS/state agencies to verify you are who you are (obviously we know who you are - this is a new mandate on the tax forms). HEALTH INSURANCE CARDS, and SOCIAL SECURITY CARDS (we may have an 'allowable' copy - contact your tax preparer to verify).
IF YOU REC"D THE
Premium Tax Credit YOU MUST NOTIFY YOUR TAX PREPARER AS FORMS NEED TO BE PREPARED!!
IF YOU ARE MARRIED - we have to "run" both spouses licenses
If you are attending a tax prep session by yourself and you are married or have a significant other that you are helping with taxes than YOU MUST HAVE A SIGNED POWER OF ATTORNEY - IRS Form - we can provide these - they are avail under above TY2015 Links or we can email you a copy upon request
don't forget, if we don't seem to have an opening that works with your schedule we will be happy to help you thru email/snail mail etc.
just an fyi - most emails are currently coming from firstname.lastname@example.org - ref returns being accepted, attachments to prepare for upcoming appts etc. - the subject is IMPORTANT TAX INFO - so please, if you haven't rec'd an expected email, check spam folders smile emoticon Thank you!
ALL Clients/dependents names need to be shown on a medical insurance card/cards or something from insurance providing coverage. One card for mom or dad to cover the whole family will not work for tax year 2015 (Spring 2016) (Special attention Charlotte & Collier County deputies).
If you have a 'child' who is driving or working and has a driver's license or state id please bring the ID to your appt if possible. We have to provide scanned color copies if requested to US Treasury. ALL PHOTO IDs NOW HAVE TO BE IN COLOR PER NEW REGS - i.e. if yours is b/w we will be asking to see it again!
TURBO TAX - shut down by FEDS for fraudulent activity
(By KATE GIBSON MONEYWATCH October 20, 2015, 3:05 PM)
Taxes will be due by 4/18/2016 unless you have a state return for MA or ME in which is will be the 19th.
Current 2015 schedule is as follows:
Sandy Yerk generally 9-9 at the office in Muse though she is trying to make arrangements for days on the road - contact her directly please
Cody Yerk comes to YOU!
Kathy Acquisto is available at our satellite home office (LA) or at your home. Her schedule is posted/avail on the calendar when you book.
Samantha Witalec -generally works a myriad of hours :-)
Zion Dwyer - generally works weekends and some weeknights
IF you are expecting an electronic copy of your income tax return, you MUST check on a REAL COMPUTER - NOT CELL PHONE, it is not accessible by phone. All files are currently being sent a link to a secured cloud OR an encrypted email attachment. You are provided 1 copy of your return all other requests require a release in writing - sorry no emails, phone calls, or faxed requests, that's the law.
DON'T FORGET IF YOU ARE FILING AND YOUR SPOUSE IS NOT WITH YOU, YOU WILL NEED A Power-of-Attorney signed! (avail under Checklists/Forms) This also applies if your significant other will be attending your income tax appt w/ you. New regs don't permit us to speak with you in front of another without written consent!