TEL: (608)372-6868
Partnered By: Michelle Radcliffe-Rutlin & Kelly Sullivan
TAX PREPARATION & BOOKKEEPING FOR INDIVIDUALS & SMALL BUSINESSES
Where is My Tax Refund?
Tomah Tax Station is committed to delivering personalized services and solutions to our clients. We apply our expertise to each of our client’s unique situations, and offer individualized attention to help achieve their financial goals. We are professional individuals who take your needs seriously.
WELCOME TO TAX SEASON 2024!!
TAX SEASON DEADLINE IS MONDAY, APRIL 15th, 2024.
Another year has passed, and it is time to file our income taxes again, I cannot believe it is tax season already.
Some of the changes that will affect the 2024 tax filing season include:
* Inflation adjustments to the standard deduction for all filing statuses.
* Changes to the tax brackets.
* Required Minimum Age distribution age is now 73
* Energy Efficient Home Improvement Credit
* Residential Clean Property Credit
*Clean Vehicle Credits
*Updates to Alternative Minimum Tax (AMT) exemption amounts
* Higher credit & income limits for the Earned Income Tax Credit
* Expansion of Form 1099-K reporting.
Please contact the office if you would like more information about these and other tax deductions and credits to which you are entitled.
FIRST A NOTE FROM MICHELLE
This year you have the option of dropping off your tax papers or setting up an appt. Most of you are returning clients, (Thank you!) and I know your information well. If you drop off your papers, rest assured that if I have a question, I will surely call you. For those of you that you still have just a question or two, you can request a 15 minute "Pick-up Appt" or phone call with me to go over such concerns. That is WHY I AM HERE!! I don't mind at all!
Dropping off your tax papers truly aids in my time management through tax season, but if you still feel like a full, "in-person appt." is needed with me, Michelle, that is perfectly fine, but please note that there will be an additional $25.00 fee added to your usual tax prep fee, as it involves more consultation to sit down and prepare a return, in person.
I hope that you all can understand that I try my best to get through ALL of your returns in the limited amount of time the IRS gives us each year! Also note that I have a new tax partner, Kelly Sullivan. She is taking on "in-person appts" and she has a bit more time available, so she does not have the additional consultation fee added on to her tax return fees.
And now a quick note from Kelly
I appreciate your patience while I juggled two jobs this last year, but now that tax season has arrived, I will be spending many more days (and nights) dedicated to assisting clients and completing tax returns.
My schedule is pretty open right now, but I am sure as the season continues, appointments will be few and far between. I am accepting new clients for appointments or if you prefer to just drop off your information, that is also welcome.
Please feel free to send me an email or text and even a quick phone call if you have questions.
SOME IMPORTANT STUFF ...
We are asking that ALL clients put together their 2023 Tax Papers/Info:
Client Organizer Form
Copies of Driver's Licenses
Income
Deductions
Questions
Click Here for the Client Organizer Form
Not sure what forms you need ... look for our new checklist on our resource page.
Tomah Clients
- Drop off Returns (No Appointment Necessary) -
You may deliver it in person or drop it into our secured Drop Slot, to the right of our Front Entrance.
- Appointments-
Limited --- check our online Appointment Scheduler or call us @ (608)372-6868
- Email -
We are more than happy to receive your information by email and set up a time to chat via phone or video.
If you are not local, you may also mail your papers to Tomah Tax Station. We will contact you once we either have questions, or your return is ready to sign, pay, and pick up. ALL clients must FULLY COMPLETE our Client Organizer and include copies of drivers' licenses.
Milwaukee Area Clients
- Drop off Returns -
A-1 Brookfield Office
Call our Brookfield office to find out their office hours. (262) 784-9606
Mail to Tomah Location
- Appointments -
Limited --- check our online Appointment Scheduler or call us @ (608)372-6868
- Email -
We are more than happy to receive your information by email and set up a time to chat via phone or video
If you choose to MAIL your papers, you may send originals or copies; just be sure to keep a set of copies for yourself, in case your papers are lost in transit. I highly suggest a tracking method if you choose to mail your information. We will contact you when your information is received. If you do not hear from us in the expected timeframe, please contact us.
IMPORTANT INSTRUCTIONS FOR CLIENTS WITH FARMS, BUSINESSES, AND RENTALS:
As always, I am asking that you wait until closer into March/April before you drop off your info. This will allow me additional time if phone calls are needed between us. You should have received a specific business organizer form from me in January. (YES, you are required to complete this form, as a new requirement of my client files for the IRS!!!..sorry). Please do your best in transferring your income and expenses onto this organizer, but also include your own/ usual year-end "Income/Expenses Totals Sheet" if you usually give me one, so that I can see where you derived these totals from.
Our biggest concern... is the health of all of us!!! Please do your best at maintaining distances while in our office, and please wear a mask. We are also requesting that you please refrain from bringing children to our office this year, unless necessary.
SOOOOO.. to re-cap; these are the 3 methods to process your returns with us:
A. DROPPING OFF
B. EMAILING -- info@tomahtaxstation.com
C." SNAIL-MAILING" TO OFFICE
MAILING ADDRESS:
24464 Gopher Avenue
Tomah, WI 54660
The most important part of this process is to be sure to include these 3 things...
1. The fully completed, and signed CLIENT ORGANIZER form (found on my website)
2. Copies of each taxpayers IDs/Licenses (need for your file each year now)
3. Complete a list of everything you have forwarded to me for tax documents... so that NOTHING comes up missing.
** Please put everything in a large clear plastic baggie/ secure envelope with your name on it.
If you are a Milwaukee client and intend to drop off at my Milwaukee location, the A1 Accounting Brookfield office may be considering limiting hours to their office, as well. Please call to confirm their open hours (262)784-9606. I do intend to travel down to Milwaukee the following week to pick up drop-offs. (Dana is not my own secretary, so if you have questions, please call the Tomah office and ask for Jennifer)
Tax Preparation
Our team works tirelessly to bring you the assurance you deserve. We are committed to our clients, helping you work and live without worrying about your financial situation. Schedule a consultation today and see what tax services we can offer you.
Bookkeeping
We are here to take care of your tax and bookkeeping needs. Whether you need assistance with payroll, general bookkeeping, tax filings, or something else, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.
With Over 25 Years of Experience, Our Team has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service
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Tomah Tax Station specializes in a variety of services with outstanding support. We understand how busy you are, and with our expertise, we can take care of your aneeds quickly and effectively. We are equipped to handle the books for you, leaving you to worry less and live more.