2021 Tax Preparation

Due to the COVID-19 pandemic our office remains virtual. While our staff is in the office, we are not accepting in person appointments. Our drop-box is available 24/7 for dropping off tax documentation. Tax documents may also be mailed or submitted via the Client Document Submission button here on our website. Returns will be prepared in the order all documentation is received. We will call or email if there are any questions about your return. Once the returns are completed, we will call to schedule a pick-up time. Payment is due when returns are picked up.

ATTENTION It is critical for us to have the status of your 2021 Economic Impact Payment & your Advance Child Tax Credit in order to process your return. To retrieve this information directly from the IRS please do the following: Economic Impact Credit: Follow this link to the Get My Payment status section of the IRS website. (Follow the directions under “Find Out Which Payments You Received” to view your payment status) Advance Child Tax Credit: Follow this link to the View Child Tax Credit Payments status form on the IRS website. (click the “View Payments” button) Print or Record the results page and include it with your return preparation documents. If your result indicates that you received a debit card and you do not recall receiving a card, or suspect fraud call 800-240-8100 to speak with an IRS representative. Note: The IRS will mail the following letter regarding the status of these payments: IRS letter 6419 for Child Tax Credit Payments IRS letter 6475 for third economic impact payment (the only one in 2021)

Information requested in the following documents is required for us to prepare a complete and accurate 2021 return for you, so please use the following options for completing and submitting this information online, by mail or in person.

Online or Offline Tax Preparation

• 2021 Engagement Letter – Individuals Only, not applicable to partnerships, SCorps or CCorps. This document must be printed and signed on a hard copy and delivered to our office.
  • 2021 Engagement Letter – (offline only, requires signature) Download and print.

• 2021 Tax Preparation – All Clients, includes required documents checklist.
  • 2021 Tax Preparation Questionnaire – (online) Complete and submit online form.
  • 2021 Tax Preparation Questionnaire & Checklist – (offline) Download and print.
  • 2021 Tax Preparation Checklist – (offline) Download and print.
  • 2021 Summary Sheet – (offline) Download and print.

• 2021 Business Tax Preparation – Business Clients Only, includes required documents checklist.
  • 2021 Business Tax Preparation Checklist – (offline) Download and print.

 

• Non-Cash Donation Valuation Guide – This donation valuation guide is provided by Goodwill.  This information will be helpful in determining your non-cash donation value.

Supporting Document Submission

Help us to improve your customer experience!
We are always looking for ways to improve the customer experience. One way is to submit your supporting documents to us online. This document submission process includes 2048 bit SSL encryption of your sensitive documents to ensure that your data is safe as it travels across the internet and into our secure office network.

Client Document Submission

Note about offline PDF documents: Open PDF documents in Adobe Reader. If you already have Adobe Reader installed the file should open if you double click on the downloaded file or choose “Open” after the download completes. (click here of you need to install the free Adobe Reader)

1. To process offline, print and complete the required forms on paper.
2. Mail or deliver the completed form to our office in advance, or bring it with you to your tax appointment.
   Michael P. Rudy & Associates
   3521 Lincoln Highway
   Thorndale, PA 19372-1005