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  FOR 2020 INCOME TAXES THE FILING AND PAYMENT DEADLINE IS  EXTENDED TO May 17, 2021

  IRS COMPUTERS   OPENED FRIDAY, FEBRUARY 12, 2021 

  EFFECTIVE IMMEDIATELY THE HILLIARD OFFICE IS CLOSED - DO NOT DROP ANYTHING AT THE HILLIARD LOCATION - ONLY USE THE DUBLIN OFFICE LOCATION - THE HILLIARD LOCATION IS CLOSED

 

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 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 (9-5, M-F, except holidays)

Check to see if your Return has been E-Filed
Check the e-mail address we have on file for you as 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. Be certain to print this out and retain it with your other tax documents in your folder.

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

 

ACCEPTING 2020 RETURN PAPERWORK BEGINNING FEBRUARY 10, 2020

 

 

IF YOU FILED AN EXTENSION FOR 2017 AND HAVE NOT YET FILED YOUR RETURN - YOU MUST FILE YOUR RETURN NO LATER THAN MAY 17, 2021 IN ORDER TO PRESERVE YOUR RIGHTS TO YOUR REFUND. IF YOU MISS THIS DEADLINE YOU MAY FORFEIT YOUR 2017 TAX REFUND.

IF YOU OWE BACK TAXES FOR 2017, 2018, 2019 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 Expenses; Medical Expenses/ObamaCare Information; Rental Expenses


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)

  ALL APPOINTMENTS, PICK UPS, AND DROP OFFS WILL UTILIZE THIS LOCATION - THERE ARE NO OTHER LOCATIONS TO DROP INFORMATION OR DOCUMENTS AND NO OTHER LOCATIONS TO PICK UP DOCUMENTS.                                               

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

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

Office Signage
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ALL NEW CLIENTS (even referrals) must remember to bring ID (driver's license or state id card), 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 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 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.

 FOR THE 2020 RETURN THE IRS IS ASKING IF AT ANY TIME DURING 2020, DID YOU RECEIVE, SELL, SEND, EXCHANGE, OR OTHERWISE ACQUIRE ANY FINANCIAL INTEREST IN ANY VIRTUAL CURRENCY ... THIS IS A MANDATORY QUESTION

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.

The individual mandate for health insurance was repealed. If you purchased health care from the Marketplace, you will need to file the forms to verify your subsidy.

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, 2021. THIS MEANS IF YOUR RETURN INCLUDES ONE OF THESE REFUNDS YOU WON'T SEE ANY REFUND DIRECT DEPOSITED UNTIL APPROXIMATELY MARCH 2, 2020 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.   

HOWEVER, SINCE THE STARTING DATE IS FEBRUARY 12 I WOULD EXPECT THAT THESE PROJECTED DATES ARE GENEROUS AND YOU REALLY SHOULD NOT COUNT ON GETTING ANY REFUND IF YOU QUALIFY FOR THE ADDITIONAL CHILD TAX CREDIT OR THE EARNED INCOME CREDIT UNTIL MID-MARCH.    

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

THE COVID19 STIMULUS CHECKS CAN CAUSE YOU A TAX PROBLEM IF YOUR INCOME IS NOT WHAT THE GOVERNMENT THOUGHT IT WOULD BE WHEN THEY ISSUED YOU THE PAYMENT.  PLEASE PROVIDE THE AMOUNTS YOU RECEIVED SO WE CAN SQUARE THIS UP ON THE RETURN IF NECESSARY.   


Drop off and Pick ups can be completed 9 am - 5 pm, Monday through Friday. They changed the mailboxes at the Dublin Office so you will need to drop during business hours. There is no after hours drop at the Dublin office.
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. See below for pricing information.

All meetings are arranged by appointment only.




Pricing Information

$89.99 Federal, State, City, E-file
$79.99 for Federal only (if State and City are not required)

Self-Employed add $60 for each Schedule C
Real Estate / Royalities add $50 for each Schedule E
Additional States or Municipalities add $35 each
More than 5 entries on Schedules B and D combined add $2 per entry
Trusts / Estates / Non-Profits add $100

Dependents (and EZ) returns are always $25 - there are no discounts applied to this pricing so if you are a dependent 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 or email 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

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