Q. Can I schedule an in-person tax appointment this year?
A. Yes, we are currently accepting in-person appointments for anyone wanting to meet in our office. You can call 330-332-4646 for our Salem office and 330-385-2326 for our East Liverpool office.
Q. What COVID-19 protocols do I need to follow for in-office appointments?
A. To keep our clients and staff safe, we are asking everyone in the office to wear masks. We have also installed plastic shields in front of our front desk and in each of our staff members’ offices.
Q. Do you offer appointments via Zoom or Microsoft Teams?
A. Yes, if our clients prefer to meet virtually, we can schedule a video meeting with them through Microsoft Teams. To request one of these meetings, call our office.
Q. Can I email you my tax information?
A. Yes. We can also send you a link you can use to securely upload your tax information. Call our office to get more details.
Q. Should I wait to make an appointment until after all the stimulus bills pass?
A. If you did not receive the second stimulus payment ($600) yet, you might be able to get it through your tax return. The third stimulus bill is expected to be passed in February or March and affect 2021 income tax returns. We recommend that clients schedule an appointment soon so we have time to examine all the possible deductions and tax implications that may apply.
Q. Do I need to file if I was unemployed all of 2020 due to COVID-19?
A. Yes, unemployment is taxable income. There may be other credits you are eligible for. We will determine that during your appointment.