Change can be good but change can be hard. Taking a step back and re-evaluating processes and efficiencies is important from time to time. Our firm has experienced this over the last year due to the lingering effects from the pandemic, staff changes, constant tax law changes, and ongoing technology challenges.

It’s important to know that even though change happens, our firm strives to provide the best customer service to our clients.

Still worried about the pandemic and going out in public? Not sure if you want to meet in person or have the time to meet? That’s okay. Email or drop off your tax information and someone will follow up with questions or requests once things are sorted through. Or try our secure portal. We are encouraging clients to only meet with your tax professional during the busy tax season if you feel specific topics need to be addressed.  

Are there any life changing events your tax professional should know about? Change in marital status, dependents, address, or job? Did you receive advanced child tax credits or stimulus payments? If so, watch for a letter from the IRS in January to give your tax professional in order to reconcile those payments.

Do you have a business and wonder if 1099’s need to be issued? Did your business receive COVID-19 related credits and funding? Are you in the agriculture industry and were affected by the drought?

These are just a few of the several things your tax professional will need to know when preparing the 2021 tax return. This past year has created ongoing challenges, but it’s also provided great opportunities for some taxpayers. When faced with a challenge, it can force individuals and businesses to look for new ways to move forward. Ketel Thorstenson LLP continues to be a useful resource and support when facing those obstacles.