COMMON QUESTIONS FROM CLIENTS
HOW CAN I GET IN TOUCH WITH DAN'S OFFICE
For appointments or general questions, email firstname.lastname@example.org or call us at 770-594-8796.
To submit your return documents or to add documentation to your file please email email@example.com. You can also fax documents to us at 770-594-7406, or you can bring them by the office. If after hours, utilize the mail slot located at the bottom of the door.
If you need to sit and talk with Dan regarding returns or questions, we ask that you request an appointment through the front office.
DO I NEED AN APPOINTMENT TO BRING IN MY TAX DOCUMENTS?
New Clients are required to come in or have a phone appointment with Dan for an initial consultation.
Returning clients usually choose to drop off their documents without an appointment, unless you have experienced a major change, (i.e.; bought a house, started a business, got divorced, inherited a lot of money) You can also mail-in their documents to the front office after checking that they have all necessary documentation.
If you prefer an appointment you can call our office at 770-594-8796 to schedule a 15-20 minute drop-off appointment.
WHEN DO MY DOCUMENTS NEED TO BE IN TO DAN BY?
The deadline for filing personal returns is April 18, 2023.
The extended deadline for corporations is September 15, 2023.
To avoid needing to file an extension, please submit your complete file to us via email or by dropping off at the office by March 13, 2023. Otherwise, Dan will not have adequate time to properly review and complete your returns before the deadline and a rush-fee may be applied.
HOW DO I GET AN EXTENSION?
Dan files an extension for all of his previous clients to prevent late filing penalties. For new clients, Dan will need to know your name, address, and Social Security number to process an extension prior to the April 18, 2023 deadline.
WHAT DO I DO IF I FORGOT TO GIVE DAN A NECESSARY DOCUMENT?
If you need to add documents to your file, please email them to us at firstname.lastname@example.org. You can also bring them by the office. If no one is at the office, please utilize the mail slot found at the bottom of the door. (PLEASE include your name and number.)
WHY DID I RECEIVE A NOTICE OR PENALTY LETTER?
One effect of the virus is that we have been seeing an increase of notices sent out to our clients by the IRS and GA Department of Revenue. The majority of the penalties that have been charged are incorrect. To get the IRS to correct their mistake Dan has to respond to each notice individually. To do this, we must mail in some documents to have the IRS adjust your account. Oftentimes, a human representative does not receive or process these documents before another automated notice is sent to you. Due to the virus and staffing issues they are running about three months behind, and this is why you may continue to receive notices. Since there is record of our response, there shouldn’t be any collection activity. They will eventually process the documents we send, and you will be contacted by them when it is cleared. Unfortunately, calling the IRS is virtually impossible at this time with it taking multiple hours of phone calls to speak to a representative, so our only option is to mail in our response.
I RECEIVED A NOTICE/PENALTY LETTER, WHAT DO I DO NOW?
Notify us of the notice via email or via fax (770-594-7406), and we will submit documents for correction if needed. After we submit the documents we unfortunately, have to play the waiting game until it is processed.