Blumer & Associates, CPAs, PC - Certified Public Accountants

As you gather your documents to deliver to us for tax season (digitally, right?), please know that non-prescription medicine no longer qualifies as an expense for health plan reimbusements or withdrawals from your HSA. Tax changes. Good times for all.

We are ready for you! Tax Season 2012 is upon us and from now until April 17th, we are in for a crazy ride. Did you tell us which tax package you want to go with yet? Are you armed and ready with your secure online portal so that you can upload your documents to us digitally?

Here are a few things you need to know for this tax season (and a heads up about where we are headed for NEXT tax season too).

1. No more paper. Really. We don’t need it. We would love to help you set up your portal so that you can upload your tax documents for us this year. However, if you need to bring us paper, we’ll scan it in to our files and send it back home with you. Don’t worry! We have coffee, sodas, and snacks for you while you wait. And wifi too. See?

When your return is complete, you can view it and print it from your portal. You can even sign the efile forms digitally. We’ll walk you through the process. It’s not scary. Promise.

Heads up for next year…we probably won’t have an office to bring paper to at all! Need help learning how to use a scanner? We’ll help with that so that next year you can just upload your docs from home. No worries! And NO PAPER!

2. New hours. Yes, we work pretty much non-stop during tax season, but we will not be open for business 24/7. If you need to stop by, you can drop in between 9am and 5pm on Monday through Thursday. We’re going to use Fridays to work our tails off finishing your taxes. (Saturdays too most likely) You may hear from us via email or the phone, but we aren’t open on Fridays.

Heads up for after tax season and beyond: After April 17th, we are going to appointment only meetings. Most of us work from home so if you drop by, you might not even get to see us anyway! Which brings us to the next heads up…we really are closing the office by the end of the year. Not closing the firm, just the office.

We love to serve you. Let us know if you have questions. Shoot us an email if you want to talk to us about providing you with a scanner and some training so that you can interact with us digitally!

We are preparing for tax season as we speak.  Sounds fun, right?  I’m sure you envy us. : ) But we love to serve you, so we are looking forward to that opportunity again.

We’ll be doing some different things this year to deliver greater options to you and seriously increase the value we deliver in the preparation of your individual tax returns.

These changes apply to individual tax returns only.

Value and Transparency
This year, you will have four options to choose from as we serve your individual tax return needs: Gold, Silver, Bronze, and Basic.  We want these options to bring transparency in what we will do for you while allowing you to choose the value you perceive in each option.  You get to choose your price according to what YOU need and value (as long as no major changes have happened throughout the year)!  Here are the details:

Under the Gold Tax Package, we will deliver your completed return to you within 4 days of you delivering all of your tax information to our office and your tax return price payment.  We will also give you one Life Coaching Session with Jason, and provide tax planning in the fall.  This package will be 80% higher than your tax price in 2010.

Under the Silver Tax Package, we will deliver your completed return to you within 8 days of you delivering all of your tax information to our office and your tax return price payment.  We will also provide tax planning in the fall.  This package will be 40% higher than your tax price in 2010.

Under the Bronze Tax Package, we will deliver your completed return to you within 14 days of you delivering all of your tax information to our office and your tax return price payment.  We will also provide tax planning in the fall.  This package will be 15% higher than your tax price in 2010.

Under the Basic Tax Package, we will extend your return to be completed during non-busy season hours, to be completed within one month after the tax deadline filing date (which is April 16th this year).  But you will receive a 10% LOWER price than your tax price in 2010.
Now you have total choice!  For those that value a quick turn around time, we’ve provided that option for you.  And for those of you who value lower prices more than a quick turn around time, you get to have your way too!  We know you’ll have questions about these options, so feel free to reply to this email and ask questions. 

What to do next? Once you tell us which package you want to choose, all you have to do is provide your 2011 tax information to us after January 15th, AND bring your payment (payment is required before we begin on your return) and we’ll do the rest!  Thanks for letting us serve you!!

Ready or not, we’re getting close to 2012. For us that means another tax season is right around the corner. Are you ready?

Jason explains who should be getting tax planning and why…

We can help you with your tax planning! Email Cathy Lovell at cathy {at} blumercpas {dot} com.

Psych!  The IRS asked 80,000 taxpayers to repay their first-time homebuyer’s tax credit.  If you were shocked, check it here!