Tax Season 2020-2021

A few updates:

Due to the global health crisis, the government is currently behind in their correspondence. Please do not send money to the IRS based on a letter or email before contacting me to verify.

If you are more comfortable in a language other than English please let me know and I can request the government send you correspondence in the language you prefer.

This past year I was able to take multiple courses based on the updates to the tax codes this year, both generally and because of Covid-19. One thing that stands out is that the IRS wants people to indicate if they got money from the stimulus payment but that is NOT taxable. They are trying to ensure no one missed out on money owed to them. When you send me your information please let me know whether you received stimulus. Again, it is not taxable.

As in years past I am offering a variety of options to get your taxes done. Maybe people will not notice a difference. I can always talk on the phone or respond to email and will be easy to reach.

  • New this year: I am here for you virtually, but I am not taking in-person appointments.
  • We can meet on the phone, over Facetime or Zoom, or you can mail or email me your documents.
  • There is a secure and monitored drop box on the path in front of my home for those who prefer to physically drop off their documents.
  • You can pay online. Venmo preferred. Paypal also accepted.
  • You can also still pay by check.

As always, I am so grateful you trust me to do your taxes and I will be there for you. My prices are lower than most, because my business grows the old-fashioned way: through word of mouth from my friends and loyal clients. I still offer a $10 credit to any client who refers new clients. 

My daughter, Emily, will be working with me again. She is a certified tax preparer and excited to start her sixth year in the family business.

This year the average charge for most returns will be $215.00 long form and $85.00 short form.

Call: 845-986-6158 or Email: joemartintax@gmail.com to schedule your appointment.

** Due to new IRS security regulations, I need a copy of your driver’s license to submit with your tax return. If you don’t have one, I can give you a list of alternative documents.**

Thank you all sincerely for your continued support and business.  Here’s hoping the holiday season brings you joy and light.

Sincerely,   

Joseph T. Martin