Barris Associates Ltd.

Tax season may be behind us, but our gratitude is front and center.

Thank you to all of our clients for trusting us year after year. We truly appreciate the opportunity to support you and your financial goals, it means more than you know.

If you filed an extension, this is your friendly reminder: you don’t have to wait until the October 15th deadline to file your return. Filing sooner can help reduce interest, so it’s always a smart move to get ahead of it.

We’re here whenever you’re ready!

Refund delayed? 💰 It might be due to incorrect or missing bank information. The IRS explains next steps. Stay on track and get your money faster.

Why wait to get your refund? Providing your bank information while filing can get your refund sent directly to your bank account.

If your banking information is incorrect or missing on your return, the IRS may send you a CP53E notice. You can update your direct deposit information or respond to your notice using your IRS Individual Online Account.

For more information visit https://ow.ly/cHEg50YCRhR.

🚨 Reminder: Individual Tax Deadline Week 🚨

As we approach the individual tax filing deadline, I want to share an important reminder:

Filing an extension gives you more time to file your return, 𝐧𝐨𝐭 𝐦𝐨𝐫𝐞 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐩𝐚𝐲.

If you anticipate needing additional time, make sure you’re still estimating and submitting any taxes owed by the deadline to avoid unnecessary interest and penalties.

📌 A quick tip for anyone with an upcoming tax appointment:
Bring as much documentation as possible — W-2s, 1099s, investment statements, expense records, and anything else relevant. The more complete your information, the more accurate your estimate can be.

Getting a solid estimate filed with your extension can help minimize surprises and reduce potential costs down the road.

If you’re unsure what to bring or how to proceed, now is the time to ask, don’t wait until it’s too late.

Well… it only took us 30 years, but we finally made it to LinkedIn!

After three decades of working with amazing clients and building relationships we truly value, we’re excited to show up in a new space and share more of our journey with you.

We’d really appreciate your support.

Come give us a follow: linkedin.com/company/barrisassociates

Thanks for being part of our journey. Here’s to the next 30!

Barris Associates Ltd. | LinkedIn Barris Associates Ltd. | 2 followers on LinkedIn. We're Accounting for Your Growth | We are a local accounting and tax practice dedicated to helping individuals and small business owners simplify their finances. From accurate tax preparation to personalized financial guidance, our goal is to sav...

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