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Tax Reminders



Thank you to everyone who has expressed their heartfelt condolences on the passing of Frank. We are thankful that Frank built a seasoned staff of extraordinary tax professionals who are well prepared to meet the needs of this year's tax season.


Similar to last year, we are planning to conduct most appointments virtually. If you prefer to meet in person or have specific challenges that make a virtual appointment impossible, please reach out to our office and we will work to safely accommodate your request. To provide you with the best service possible 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 an appointment with TimeTrade:

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. The ShareFile Client Login is located at the top of our website page at www.fxcassidy.com. If you need assistance activating your account, please contact our office.


Email -


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


The Corporate/Partnership deadline is 3/15. Please provide your data and schedule an appointment or notify us to file an extension by 3/10. Thanks


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


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If you would like to check on the status of your Tax Refund please click on the IRS link on the top of our website www.fxcassidy.com and follow the appropriate promps. Do not call our office as we do