2022 Tax Review Instructions

Happy New Year! Thank you for your patronage and loyalty over the years. We pride ourselves in offering quality tax preparation services tailored to your specific needs and look forward to serving you in 2022.

We continue to prioritize your safety and that of our employees during the ongoing pandemic. Like last year, we are planning to conduct most appointments virtually. If you should have specific challenges that make a virtual appointment impossible, please reach out to our office and we will work to safely accommodate your needs as best we can. To provide you with the best experience we ask you to review these helpful tips and reminders.

Schedule your appointment as soon as possible by:

Contacting our office at 610-667-0800;

or

Using the links below to schedule with TimeTrade:

o Frank Cassidy

o Greg Specht

o Tom Dewey

o Patrick Higgins

o Patrick Pearson

Provide your tax documents at least one week prior to your appointment in one of the following ways:

Sharefile – upload your tax documents to your account. This is the preferred method for security and efficiency. If you need assistance activating your account, please contact our office.

Email -

Frank Cassidy - frank@fxcassidy.com

Greg Specht - greg@fxcassidy.com

Tom Dewey - thomas@fxcassidy.com

Patrick Higgins - phiggins@fxcassidy.com

Patrick Pearson – rpatrick@fxcassidy.com

Fax - (610) 667-9489

Mail - FX Cassidy & Associates, 2 Bala Plaza, Suite 716, Bala Cynwyd, PA 19004

Other Important information and documentation deadlines:

All tax preparation appointments must be completed prior to April 10, 2022 in order to meet the tax filing deadline. If there are missing documents at this time, our office can prepare an extension and the return will be completed after the April 15th tax filing deadline when the documents are available.

Provide documentation on any foreign bank accounts to avoid any IRS penalties with these accounts.

Provide the settlement sheets for any real estate transactions that occurred in 2021.

Provide Economic Income Payment Letter 6475 and Advance Child Tax Credit Letter 6419 for the total payments received which need to be reconciled on the 2021 tax return (this could delay refunds if we do not have this information)

Provide us the estimated Federal, State and Local tax payments you made towards your 2021 taxes, if applicable.

This will be a great start to the 2021 tax season! We are looking forward to working with you.

FX Cassidy & Associates

610-667-0800

www.fxcassidy.com

Our mailing address is:

FX Cassidy & Associates

2 Bala Plaza Suite 716 Bala Cynwyd, PA 19004