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Letter from IRS?

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What should you do if you get a letter from the IRS or from a state or local government about taxes:

1) Fax, mail, send via the Client Portal, or drop off a copy of it to our office (see our contact information below for our mailing address and fax number).  There is absolutely no charge to our clients for us to review correspondence so please send us all IRS or state letters you receive.

Waiting for a refund?

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Trying to figure out where your money is?  Here are some resources that can help.

- IRS's Where's my Refund Page or Call 1-800-829-4477

- IRS's Where's my Amended Return Page 

Portals

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Here are a few things to know about our client portal and document sharing:

Direct Pay - Pay Your Federal and State Taxes Online

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Below are links for online payment to the IRS, Maryland, Virginia, Pennsylvania, and Washington DC.  If you don't see your state listed send us an email and we'll provide you with a link to your state's online payment option if it is available.

 

IRS Direct Pay
www.irs.gov/Payments/Direct-Pay

Payroll

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Important information concerning W-2's and 1099-MISC non employee compensation!

Both the IRS and subcontractors MUST be mailed their 1099's NO LATER THAN January 31!  Penalties can reach $1,000+ PER 1099 not issued!

As always, you must prepare a Form 1099 for any non-employee contractors that you issued payment equal to or in excess of $600.00 to over the course of the calendar year, January - December. (IRS rules)

Awesome Accounting

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Welcome to our awesome accounting!  You are just three steps from being ready to take on the world by freeing up more of your valuable time.

Step 1: Fill out the survey below so that we can learn more about you and what your needs are.
Step 2: Once we receive your survey we'll determine what services will be included in your accounting plan and finalize monthly pricing.
Step 3: Once pricing is finalized you'll meet with us to set up your software and do some hands-on training.

 

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Life Changing Events

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Have you had one of the following events happen to you during the year?  If so, read below to know how to get us more information on your life events.  Taking action on these events when they happen will save you time while we're preparing your return which can also save you on tax preparation fees.

Big News and Big Changes

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We have some BIG news to share with you!

Worksheets for Tax Year 2020

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This page is private and only for clients of the Lincoln Tax Professionals.  It has taken our office roughly 40 years to develop materials to aid our clients in preparing their tax returns and we ask that you please do not share these materials with anyone other than clients.  As such this page will only be accessible via a link in your appointment reminder or staff interview/mail-in letter and will not be available to search engines.  We recommend that you bookmark this page.

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