Where’s Waldo?

I know you guys wonder where we disappear to after tax season.  Well wonder no more!

Penny – Probably on a cruise.

Ed – Trekking the PCT with Clint, then probably on a cruise with Penny.

Clint – Finishing the PCT (1350 more miles!).

Frances – Think tiki torches, umbrellas, and sandy beaches in Florida.

Donnie – We don’t know either! A man of mystery…

We don’t keep regular office hours through the off-season, but that doesn’t mean we aren’t available! It does mean that we won’t necessarily be at the office if you come by unannounced, so please email us ahead of time to setup an appointment. 

If You Filed an Extension – Please email us when you are ready to file your taxes, but don’t wait until the last minute!  Personal Extensions last until 10/15/17. If you fail to file your taxes on time and don’t file an extension, or fail to file until after 10/15/17 even with extension, the IRS is going to rip you a new one with penalties.  Even if you do file an extension, the IRS will charge you interest on the amount owed starting 4/19/17, but this is WAY LESS than the failure to file penalty.

Finally, we’ve been fond of telling you “the IRS will never contact you by phone” for some time now, but in the interest of keeping us all on our toes, the IRS may contact you by phone!  They may even hold your refund until you talk to them, presumably to confirm who you are.  I guess it hasn’t occurred to the geniuses at the IRS that they’re asking the exact same questions that an Identity Theft Scammer does!  Bottom line, never give personal info over the phone unless you are certain the person on the other end of the line is legit.  Simply hang up and contact us or you initiate a call back to the IRS (800-829-1040).

PS – Many of you were following my PCT (Pacific Crest Trail) Blog last year.  I only made it half way (about 1300 miles), but I’m going back to finish this June, and Ed and WhiteHawk are going to join me for at least the first month.  We’ll be continuing from just north of the Sierra (Northern California) up through Oregon and Washington to the Canadian border where hopefully there’s beer!