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!!
REMINDER: You must have evidence of health insurance for EACH family member, social security cards, photo id for all adult household members, PARENTS: evidence that your child lives with you (i.e. health records, school records etc.) custodial papers/divorce decrees etc. are not enough (by themselves), payment must be made at time of service by way of check or cash, credit card payment can be made PRIOR to appt.
Trends for booking appts. - January - anxious folks and those who receive e - w2s or simplified taxes. Feb typically books up around New Year's, those who procrastinate or have lots of investments need April, Fridays and days off from school go pretty quickly too. The last appt of the day goes before the first appt of the day. Folks who work nights like lunchtime appt. as do folks who have children that disrupt parents' concentration
MAILING/DROPPING OFF: I also need to assure folks that yes, we do indeed handle mailed in/dropped off income taxes as we have for the past 20+ years. These take a little longer to complete as we typically handle the q&a thru email but these are just as in depth and typically facilitate MILITARY/single parents/OUT OF STATE/Country clients much more easily than face-to-face that some of our local clients prefer.
TRAVELING: To make a clarification, I wasn't trying to hurt anyone's feelings. I am typically not traveling this season as I have to stay w/in about 30 mins of childcare in case of ER.
That being said, I can go to a central location WITHIN 30 MINS of childcare to handle MULTIPLE appts - i have a few families or groups that have specially requested such arrangements.
To say that yes I can manage say Lehigh or Fort Myers in that manner, but all the places that I've typically traveled and cannot this particular season would seem a little rude to me so I just wasn't addressing it publicly. Apparently its become a sticky point, so I wanted to clarify.
PHONE SCAMS RUN RAMPANT:
The IRS will never:
• Call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill.
• Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
• Require you to use a specific payment method for your taxes, such as a prepaid debit card.
• Ask for credit or debit card numbers over the phone.
• Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.
If you get a phone call from someone claiming to be from the IRS and asking for money, here’s what you should do:
• If you know you owe taxes or think you might owe, call the IRS at 1-800-829-1040. The IRS workers can help you with a payment issue.
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Beat the madness!!!
FEBRUARY IS ALMOST FULL
Sandy Yerk 9-4 M-F at the office in Muse.
Cody Yerk comes to YOU! 10-8p M-Sat.
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)
New Healthcare Act: - you must bring evidence of having health insurance for each member of your family (as reported on your income taxes) for the 12 mos of calendar year 2014.
Conditions that are exempted from healthcare coverage: (for penalty/credit)
1. being homeless
2. eviction w/in last 6 mos or currently facing eviction/foreclosure
3. having notice of utility shutoff
4. recent experience w/ domestic violence
5. recent experience w/ death of close family member
6. experience w/ disaster that damaged your property
7. filing for bankruptcy within past 6 mos
8. substantial medical expenses in the prev 24 mos that = debt
9. caring for family member that disrupts your ability to cover bills
10. dep is refused coverage - penalty only exempted for child
11. if you appealed/became eligible for Marketplace plan you are
exempted from non-covered period.
12. been denied coverage because FL refuses to participate in the
expanded Medicaid program
13. individual insurance was cancelled and other Marketplace plans
14. religious objection & provided a religious conscience exempt cert.
15. member of healthcare sharing ministry 501(c)(3) registered
16. nonresident alien or noncitizen
17. incarcerated person
18. If your medicaid or TRICARE program does not meet MEC
(minimum essential coverage), waiver granted for 2014 only
19. you've employer coverage & didn't have to purchase Marketplace
IF THE FOLLOWING APPLIES TO YOU - IMMEDIATELY NOTIFY YOUR PREPARER AS ADDITIONAL PAPERWORK NEEDS TO BE COMPLETED AND YOUR INCOME TAXES MAY BE DELAYED IN PROCESSING:
1. Premiums exceed 8% of family's household income
2. Household is below the income tax filing threshold
Filing Status Age Minimum Income Requirement
Single Under 65 $10,150
65 or older $11,700
Head of Household Under 65 $13,050
65 or older $14,600
Married Filing Jointly Under 65 (both spouses) $20,300
65 or older (one spouse) $21,500
65 or older (both spouses) $22,700
Married Filing Separately Any age $3,950
Qualifying Widow(er) with Dependent Children <65 $16,350
65 or older $17,550
3. Native American of a federally recognized tribe
4. **Special hardship case
5. Short lapse of no longer than 3 mos
6. Person(s) living outside of the US
7. Dependent(s) as a group are exempt from penalties
8. Adopted children, like dependents, are exempt from penalties
the 6pg application www.healthcare.gov must be completed to obtain your exemption certificate; the application is currently taking 2 weeks to process and needs to be provided to your preparer to complete form 8965 on your income taxes this year.
Penalties for not having adequate coverage:
2014 - $95/individual to $285/maximum OR 1% of household income
These rise substantially in 2015 to $325/individual to $975/max or 2% HI
& 2016 $695/individual to $2085/max or 2.5% household income