Walrath Tax Service LLC

10/15/2026

NY State energy checks - If you filed a 2024 NYS income tax IT-201, then you are qualified for a check ( except high income taxpayers). You should have received it or will between now and end of November.
If your spouse is deceased and the check comes in both names, then some banks will let you cash/deposit it. Take a death certificate with you. I know Watertown Savings bank does if you have an account with them and Northern Credit Union will probably not.
If still have problems getting cashed/deposited, fill out a form DTF-281 and mail back to them with check. They will issue a new check in one name in about 30 days. If still a problem call NYS 518-457-5181 and explain the situation to them. Have a copy of the NYS 2024 tax you file on hand when you call. IF YOU DID NOT FILE a 2024 (and/or 2023) NYS return, you can still file it and get your money for both years. There is probally over 1 million taxpayers that don't have to file (because of low income ) and won't get the checks unl;ess they do.

04/28/2026

If you get a CP53E letter form IRS and you paid in desugared the letter as the IRS computers generated these when they shouldn't have. If you have a refund coming and didn't have direct deposit then this may be a legit letter, Then check following article.

Learn to identify Fake IRS CP53E Notices and safeguard your financial data against potential scams and fraud.

04/15/2026

As another tax season winds down today, I would like to give thanks all the Glory to our savior Jesus Christ. God has bless Vicki and I with an incredible amazing staff. They always step up to the challenges of dealing with the public. Vicki and I want to thank Beth, Debbie and Rosie for all you do to make it another great season. PS: sometimes there is too much laughter in the office :).

03/04/2026

Appointments are filling up - CALL 315-785-9756 FOR YOUR APPOINTMENTS - WE ARE OPEN Mon-Sat 9-6 and START TAKING CALLS AT 9AM - we are about booking into April now.

Remember you can also drop off or upload to your tax portal if you don't want to sit down.
Sorry no appointments made by email, text or Facebook, phone only.

TAKING ON NEW CLIENTS (THAT HAVEN'T CALLED ALL READY) ON CASE BY CASE BASIS. FROM NOW TO APRIL 15TH, WE ONLY TAKE DROP OFFS FOR NEW CLEINTS (NO SIT DOWNS). EXTENSIONS CAN BE DONE AND A SIT DOWN AFTER APRIL 15TH.

RETURNING CLIENTS, IF YOU HAVE AN APPOINTMENT, PLEASE MAKE SURE THE UPDATE SHEET AND ENGAGEMENT LETTER ARE FILLED OUT (SEE OUR WEBSITE). WE ALSO APPREICIATE IT IF YOU COULD DROP THOSE SHEETS AND TAX DOCUMENTS OFF AHEAD OF TIME (OR UPLOADED TO THE PORTAL). THEN AT YOUR APPOINTMENT WE CAN THEN TALK ABOUT TAXES, PLAN MORE AND NOT JUST WATCH ME INPUT YOUR INFO.

Extensions are available - please don't wait until last minute for these. More info at https://walrathtax.com/extensions

01/27/2026

FYI- new

1. we have fax and text available but not for uploading all your documents, portal is for that.

2. Trump Kids Savings account is available for kids under 18 starting in July but can be signed up for with your tax filing - ask about it.
Kids born in 2025/2026 can get an automatic $1000 put in by government. Our website will have more info.

01/23/2026

TAX TIME- CALL 315-785-9756, NOW FOR YOUR APPOINTMENTS - WE ARE OPEN Mon-Sat and START TAKING CALLS AT 9AM - in another week it may take 14-20 days to get an appointment. Remember you can also use drop off and portal if you don't want to sit down.
Sorry no appointments made by email or Facebook.

01/09/2026

Tax season has started – please read:

1. All returning clients, there is an update form on our website
2. New clients, please call office to see if we are still taking new clients
3. IP Pin (IRS protection pins) should be available next week (see our website for link to IRS. If you don’t have one. We recommend you get one.
4. Also, on our website there is information on new deductions and credits, i.e. new vehicle loan interest, overtime, tip and senior credit.
5. Call for appointments, see website for hours and no appointments are given via email or portal.
6. Please try to use the portal for messages or uploads, email is not as safe.

12/23/2025

Hope you all have a Merry Christmas and Happy New Year!!

We are closed from 12/23/2025-01/04/2026.
Messages will be checked occasionally during that time.
Check out our website for January hours, also, our client update sheet and new info for 2025 Taxes are on our website.

 An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS. It helps us verify your identity when you file your electronic ...

12/11/2025

Walrath Tax Service - W4 time- it is the time when employers are required to give you a new W4 to update your withholdings IF YOU WANT. You do not have to change your withholdings - check with your tax advisor if your situation has changed i.e. got married, divorced, separated had kids etc.
Per IRS Pub 15-T

NYS form is IT-2104

10/23/2025

NY State inflation checks - If you filed a 2023 NYS income tax IT-201, then you are qualified for a check ( except high income taxpayers). You should have received it or will between now and end of November.

If your spouse is deceased and the check comes in both names, then some banks will let you cash/deposit it. Take a death certificate with you. I know Watertown Savings bank does if you have an account with them and Northern Credit Union will probably not.

If still have problems getting cashed/deposited then call NYS 518-457-5181 and explain the situation to them. Have a copy of the NYS 2023 tax you file on hand when you call.