Quick Links

New Client Paperwork (bring with government id, signed engagement letter, and last year's return to your initial appointment) Most New Client interviews are scheduled for Tuesdays or Thursdays at the 5650 Blazer Parkway office. Limited evening and weekend hours are available.

Check to see that you have properly met all the requirements to qualify for the March 1 (totals $10) or the February 15 Discount (totals $20)

Check to see that you have properly met all the requirements to qualify for the $20 New Client Discount

Check the Status of a Return we are working on for you
Check to see if your Return is ready for pick up at 5650 Blazer Parkway, Dublin, Ohio
Check to see if your Return has been E-Filed
Check to see if your Return has been accepted by the Federal Government

If we have a valid e-mail address on file for you we will forward to your email address the Form 9325 for your records which verifies acceptance of your return by the Federal Government. We usually receive this form within 48 hours of e-filing your return.

Check to see if an Extension has been filed for your Return

 

ACCEPTING RETURN PAPERWORK BEGINNING FEBRUARY 5, 2018

Ohio Tax Amnesty ends February 15, 2018 ... no penalties and only 50% of interest due .... we must have the returns filed and outstanding bill due paid by February 15, 2018. Let me know if you fall in this situation and you need to file any back taxes to Ohio.

 

IF YOU FILED AN EXTENSION FOR 2014 AND HAVE NOT YET FILED YOUR RETURN - YOU MUST FILE YOUR RETURN NO LATER THAN APRIL 18, 2018 IN ORDER TO PRESERVE YOUR RIGHTS TO YOUR REFUND. IF YOU MISS THIS DEADLINE YOU MAY FORFEIT YOUR 2014 TAX REFUND. WE ARE NO LONGER ALLOWED TO E-FILE 2014 RETURNS SO YOU WILL NEED TO PAPER FILE THIS RETURN.

IF YOU OWE BACK TAXES FOR 2014, 2015, 2016 EVERY DAY COUNTS ... GET YOUR INFORMATION TOGETHER SO THAT THESE RETURNS CAN BE FILED. YOU ARE ADDING PENALTY AND INTEREST FOR NOT FILING IN ADDITION TO PENALTY AND INTEREST FOR NON-PAYMENT TO WHAT YOU OWE ... DAILY.

Senior Tax Strategies of Ohio, LLC

Click on an icon below to enlarge and print the file.

Left: Regular Organizer                          Right: Expanded Organizer
(used by most clients)                           (select pages may apply to you)

Regular Organizer       Expanded Organizer

Commonly used Additional Organizer Pages: Self-Employed; Employee Expenses; Medical Expenses; Rental Expenses; ObamaCare Information


Drop off and pick up location for ALL returns
AmeriCenter Office Building, 5650 Blazer Parkway, Dublin, OH 43017
(CORNER OF PAUL BLAZER PARKWAY AND PARKCENTER AVENUE)

(614) 734-8451 9 am - 5 pm Monday through Friday, EXCEPT HOLIDAYS

Fax:  (614) 452-8281  Email:  Taxes@GrandmaDavis.com

Office Signage
Click here to use MapQuest to determine driving directions
(opens in new window)

ALL NEW CLIENTS (even referrals) must remember to bring ID (driver's license, state id card, or passport), a completed organizer, signed engagement letter, and a complete copy of last year's filed return.  ALL NEW CLIENTS must schedule a face-to-face appointment. If your situation has any extraordinary circumstances, you may need to complete and bring some pages from the EXPANDED ORGANIZER. Plan 20 minutes. [PLEASE BRING YOUR SOURCE DOCUMENTS. YOU DO NOT HAVE TO DUPLICATE INFORMATION FROM THE SOURCE DOCUMENTS ONTO THE ORGANIZER PAGES.]

ALL RETURNING CLIENTS must remember to bring a complete copy of last year's filed return (your 2016 folder) along with all documentation necessary to prepare your return.  Returning clients do not need to schedule an appointment to meet unless there are circumstances we need to discuss.  I WILL NEED A COPY OF YOUR DRIVER'S LICENSE, PASSPORT, OR STATE ISSUED ID CARD IN ORDER TO PREPARE AND FILE YOUR RETURN unless you have already provided this to me. If you renewed your identification this past year, I'll need a new copy for the records.

IF YOU USED an Identity Protection PIN last year or the government issued you one this year, please remember to bring that letter with you. Your return cannot be filed without it..

PLEASE REMEMBER WE MUST DECLARE ANY PURCHASES YOU DID NOT PAY STATE SALES TAX ON which would include out of state purchases and some internet purchases.  I'll need the dollar amount you purchased so you can pay the appropriate sales tax with your return.

Remember your health insurance information:  who was covered, which months, what premium did you pay personally, what expenses did you pay personally?  Usually this is provided to you on Form 1095 from whomever is providing your health insurance.  If you are part of a medical sharing plan, I need to know that as well. If you received an exemption, I need to know that, too.

AGAIN THIS YEAR, THE IRS IS NOT PROCESSING REFUNDS FOR TAXPAYERS WHO CLAIM THE EARNED INCOME TAX CREDIT OR THE ADDITIONAL CHILD TAX CREDIT (NO PART OF THE REFUND WILL BE PROCESSED) UNTIL FEBRUARY 15, 2018. THIS MEANS IF YOUR RETURN INCLUDES ONE OF THESE REFUNDS YOU WON'T SEE ANY REFUND DIRECT DEPOSITED UNTIL APPROXIMATELY FEBRUARY 27, 2018 AT THE EARLIEST. GIVEN THIS FACT, IT'S GOOD TO FILE EARLY SO YOU ARE AT THE HEAD OF THE LIST WHEN THEY DO START PROCESSING.

THE IRS IS REQUIRING IDENTIFICATION TO HELP LESSEN ID THEFT.  PLEASE BE PREPARED TO LEAVE A COPY OF YOUR DRIVER'S LICENSE, STATE IDENTIFICATION CARD OR PASSPORT.  I MUST HAVE THIS INFORMATION IN ORDER TO EFILE YOUR RETURN.


Drop off and Pick ups can be completed 9 am - 5 pm, Monday through Friday.
Click here to schedule your drop off or pick up time if you need an appointment.

Discounts apply if you call in earlier in tax season (rather than later) and get yourself on the calendar (even though you won't be coming in until later). See below for details on the deadlines to call in to be eligible for the discounts.

All meetings are arranged by appointment only.




Pricing Information

$89.99 Federal, Ohio, City, E-file

Self-Employed add $60 - - - Real Estate / Royalities add $50
Additional States or Municipalities add $35
More than 5 entries on Schedules B and D combined add $2 per entry
Trusts / Estates add $70 - - - Non-Profits add $80

Dependents or 1040EZ returns are always $25 - there are no discounts applied to this pricing so if you are a dependent return or filing a 1040EZ the fee is $25 regardless of date you notified us of your intent to utilize our services (unless you are a multi-line client and then in that case you will receive the $10 discount)

Returning Clients, call and let us know you are utilizing our services:
$10 discount prior to March 1 additional $10 discount prior to February 15

New Clients, call to schedule your appointment:
$20 discount if you call us prior to March 1
All NEW clients must meet in person, even referrals.

An additional $10 discount is available to tax clients (new and returning) who also use some of our other services (LegalShield, identity theft coverage, life insurance, retirement plans, annuities, health insurance, medicare supplements, MediShare, etc) regardless of when you call to utilize our services.



If you have questions, please email me.

Helen Davis

ACAT Image

Click the question mark below to find out
the status of your return preparation.

Questions

Return to Grandma Davis website home page