All Things Numbered, LLC

Posted in our lobby... cant believe tax season is more than 1/2 over!

REMINDER: EXTENSION DEADLINE IS COMING SOON!

If you haven't filed your 2023 Income Tax Returns yet... it's time to get your tax docs to us!

Tax Planning and Paycheck Reviews...
Taxes shouldn't be a surprise and the next few months are great to review finances for any needed changes.

Call the office during Business Hours and schedule your appointment.

Fall Business Hours: Monday-Thursday 9am to 2:30pm,
Friday 9am to Noon.
We are closed this Monday in observance of Labor Day.

Thank you all!

Happy June 1st!

Our summers are spent recouping from a busy season. But we also use this time to work on Continuing Education, attend Conferences and we do still assist with Tax Preparation & Representation- just at a slower pace ;)

We appreciate all our wonderful Tax Family and hopefully you are using this time to enjoy Friends and Family too!

If you need us, just give us a call during our summer business hours (M-Th, 10am-2pm). The best way to reach us this time of the year is via email!

Thanks and enjoy your summer!

Look who came to file his taxes!

Attention Business Owners... (this includes owners of LLCs)

There is a new requirement by FinCen to file a Beneficial Owners Report.

You: "Sounds boring"
Me: "Yep, this is for informational purposes only"
You: "Then why do I have to do it"
Me: "Penalties start at $500 per day and can go up to $10,000"
You: "Oh !@$ #, fine, I'll do it."

I promise I don't torture our clients unless needed.

Who: Pretty much if you registered your business with a State or Government agency - then you need to do this! This includes LLCs.

How: When you go to finalize your return with us, we are giving you instructions on how to do it on your own. It's easy that most people can do it!!! *** I'm not trying to charge clients for this as it should be free... but if you need our assistance beyond the instruction sheet then it will be at our hourly rate and after tax season.***

When: Businesses existing before 1/1/2024 are due by JANUARY 1ST, 2025 (Next Year - but don't forget!). Businesses registering on or after 1/1/2024 then you only have 90 days.

Who: Beneficial Owners. This means if you own, or have control of, a business then you need to file. You will need your driver's license to upload.

If you don't want to wait for the instruction sheet, then head over to FinCen.gov and file the BOI report electronically!

United States Department of the Treasury Financial Crimes Enforcement Network | FinCEN.gov WASHINGTON—Today, the Financial Crimes Enforcement Network (FinCEN) published its first set of guidance materials to aid the public, and in particular the small business community, in understanding upcoming beneficial ownership information (BOI) reporting requirements taking effect on January 1, 2...

Hello Tax Family! Thanks to Joe joining the ATN team full-time, we actually have some (not much though) openings this year for new tax clients!!! It is, however, referral only. But here's my note to new clients -and a good reminder for the existing tax family members:

Note From Heather...

Hello :) We are excited to be able to have a few openings for new clients this year! We hope that it will be a great fit and you can become part of our Tax Family!

What we provide:

- Income Tax Preparation, including all States (if needed)

- Loyalty Rates. Unless something major changes, your fee will only be $5 more each year! No surprises!

- Tax Planning. All clients get a Tax Planning appointment included with their tax fee. These appointments are booked before the Tax Season and the credit for the appointment gets applied to the corresponding tax year fees.

- Our team is available year-round. Ask for our "Stay Connected" flyer.

- Up-to-date knowledge. Being credentialed Tax Pros, we are highly involved with the updates in the tax law. I'm not only an Enrolled Agent, but I also have my Masters Degree in Accounting and Taxation. Tax law is constantly changing, so we are also involved with the many tax associations and maintain extensive education.

- IRS Guidance. Enrolled Agents have been around for a LONG time! We specialize in representing clients under audits. So that means we pay special attention to current IRS Hot Topics and help minimize your risks of getting audited. If you ever get a letter, we WANT you to talk to us first always! Most times there isn't an additional charge unless we have to represent you.

- Business Owners. Whether it's a start-up or well-established business, we can help navigate you through best practices, compliance and tax savings! For bigger businesses, we do offer Concierge CFO services if you need extra guidance.

As you can see, we are not just data entry and don't want to be. Having great Tax Professionals to help guide you through the tax and financial realm is important! We hope that you can appreciate what we do and would love to have you part of our Tax Family.

If you are interested, please contact us for a New Client introductory meeting. You will want to bring the last 2 years tax returns, current tax documents and any questions you may have!

Thanks and see you soon!

Heather Adams, EA, MSA&T
(239)261-0570

Today is National Spaghetti Day!

If you didn't know, that means you didn't get our Calendar.

Attention All Things Numbered LLC clients!

We are sending out the Holiday Letters this coming week. Anyone who hasn't had a chance to book their Year-End Planning and wanted to - PLEASE call on Monday! We have limited availability during December.

Note: We don't charge extra fees for a Year-End planning session. This is to prepare you AND to help make both of us happy at tax time ;). We do collect a fee for the appointment as a place holder for the appointment and upcoming tax season - but it's applied as a credit to corresponding tax return fee.

Just a heads up... our office had some flooding from Hurricane Ian. So new floors are being put in. Yay!

Working remotely for most of November so reach me at [email protected] or [email protected] as my cell phone is not being very reliable :( Including texts! We won't have full access to systems until late November... but we will help however we can!

Photo was taken behind our office. It's crazy how our building had lucked out for the 30 years David owned there... but Hurricane Ian got us all this time. At least we are all safe and will be fully functional soon.

The IRS has announced that they are back logged by 24 MILLION tax returns from last year. It's more important than ever to make sure you are filing your return correctly so it doesn't get held up. The current processing on some of those returns are at 10 months! Yikes!!!

Pull your 2021 Account Transcript at IRS.gov before you come in. This will reduce the risk of falling into manually processing... aka tax return terminal hold.

Internal Revenue Service | An official website of the United States government Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.