Dan Altobelli, CPA, CISA, CEH
12 Elizabeth Ct Mount Holly NJ 08060
Ph: (609) 947-0319 Em: altobellicpa@gmail.com
Happy 2025 Everyone –
The IRS anticipates being able to start accepting returns on January 21, 2025, though some forms are not going to be finalized until early February. If you are required to file one of those forms, I can still receive your documentation and complete your return, but it will not be filed, nor will any refund be sent, until after all forms are finalized.
I’ve included my 2024 Tax Preparation Checklist. If you are a returning client and no personal information has changed, you can write “SAME” for those fields. The Tax Checklist contains some new question and should be looked over and filled out by all my clients to ensure that you get the maximum refund or minimum tax liability. There are new 2024 items. In addition, please make sure you fill out your driver’s license information or include a copy (if you didn’t last year) to comply with IRS identity regulations.
I am offering multiple ways to pick up, meet, drop off, and pay for your return. I can do in-person pickups, mail, secure file transfer, Zoom meeting to discuss your return, and PayPal, Zelle, or NEW Venmo (@altobellicpa) for payment. We can discuss individual arrangements when you have all your information together and are ready to have your return prepared.
Please notify me if you receive any correspondence from the IRS concerning a form CP01A or have an identity theft protection PIN from the IRS. The information on these documents may be needed to verify your identity with the IRS.
More and more information is becoming available by setting up an online account with the IRS. If you are comfortable doing this, I HIGHLY recommend it. Visit https://www.irs.gov/payments/your-online-account and select Sign in your Online Account. From there, follow the instructions to create and account.
If you have any questions, please feel free to contact me either by phone or email using the information at the top of the page. I look forward to working with each of you this year. And, as always, referrals are welcome and appreciated.
Dan
Also, please read my informational document about 1099-K Forms for 2024 (current information as of 1/17/2024):