An "A+" Rated business.
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Urgent Announcement: As of 02/07/14 Mary's husband is in the hospital. This has caused delays in preparation of tax returns and appointment cancellations. Mary has a limited office schedule for the next few days. Her husband is expected to be released from the hospital on the 10th or 11th and Mary will resume her normal tax season office schedule (Mon-Fri 8:30 Am - 5:00 PM.) You can call our office at 941-258-3191 and let Lisa know that you would like an appointment. You will be called when Mary's office schedule is available.
Thank you for your patience in these trying times.
Have you signed up for health insurance? According to new regulations, you need to sign-up for health insurance and pay your first premium before December 23rd or pay a penalty. For 2014 the fee is the higher of 1% of your gross income or $95 per uninsured adult, $47.50 per uninsured child. So head on over to HealthCare.gov and figure out what works best for you!
Good news! For the 2nd year in a row, we have decided not to raise our tax return preparation fees. However, there may be extra forms this year due to new rules (think health care) which may result in a higher overall tax bill.
New, Pay by Paypal. If you have a Paypal Account, you can send your payment to us via Paypal. Send payments to Mary1@ptcharlottecpa.com and be sure to include your name and invoice number in the message.
QuickBooks 2014 has limited support on Windows XP SP3 systems. If your computer is still running Windows XP, we do not recommend upgrading to QuickBooks 2014. Support for Windows XP by Microsoft and many companies has ended, you may want to consider upgrading. We recommend using a computer professional to help you choose what is best for you. We like Purple Computer and Business IT Solutions of Southwest Florida (for businesses.)
While I'm at it, a note on fees. We sent our own secret shopper to compare our fees with those of some major tax prep companies. We have heard that we charge too much, but what we discovered was quite the opposite! read more -->
We are here to help if you have any questions regarding preparation of your tax return. Give us a call or e-mail us. We check our messages daily and try to return all messages within 24 hours (1 business day.)
We can often be found at the office working late, which means you can come in late to have your taxes prepared. Please be sure to call ahead of time and set an appointment. There is no extra fee for after hours tax return preparation, so feel free to drop-them off after work. We also have a drop-off slot in the door, so you can drop off your tax return data when we are closed, just be sure that you include your personal data (especially a call back number) and put everything in a sealed unmarked envelope. We want to make sure your data is safe!
Speaking of keeping your data safe, did you know that the IRS has doubled its staff to combat identity theft? Also, if you do find your identity has stolen, hire a CPA to get it resolved faster. Having a CPA verify your data and send it to the IRS gets it resolved much faster, often in just a few months!
Did you know that we also have a monthly newsletter? Send an e-mail Lisa@PtCharlotteCPA.com to sign-up for our newsletter.
" I am a board certified CPA and can help you with all your individual and small business tax related, accounting and payroll needs. I am also certified by QuickBooks to train and advise people in the use of QuickBooks book keeping software. I'm here to help you, even if you work 40 hours a week. We can arrange to meet outside of business hours, even on weekends! "
If so, you need someone who has been monitoring tax changes year-round and has studied the tax laws, including last-minute changes. Mary G. Stewart is a Certified Public Accountant and continues to stay current with the tax laws by attending seminars and lectures. Mary G. Stewart is well-known and trusted by the local business community for her knowledge, dedication, and integrity. read more >>