Due to the Coronavirus situation, and in an effort to keep everyone healthy and safe, we are limiting our direct contact with the public until further notice. Below, please find pertinent information relating to our firm's plan of action to ensure that we are proactive in the prevention of illness. Please scroll down to view update
Our firm has exceptional service and know-how that can take on any of your individual, estate, or business tax needs! Our preparers have years of experience dealing with challenging & complex tax situations.
Government agencies or foundation prospects may require nonprofit organizations to provide audited financial statements. Our firm has years of experience providing auditing services to area businesses and Non-Profits.
Due to the Coronavirus situation, and in an effort to keep everyone healthy and safe, we are limiting our direct contact with the public until further notice. Below, please find pertinent information relating to our firm's plan of action to ensure that we are proactive in the prevention of illness.
Safe and Secure Handling of Documentation
We highly encourage our clients that have not submitted their tax information to utilize our secure online portal system. It is the most effective and safe way to send and receive tax information. Now that the State of Connecticut has ordered all non-essential workers to stay home, access to hand-delivered or mailed tax information will be limited. We have established safe drop off and delivery areas at our office for your use. Please call our office for more information.
IRS Tax Filing Deadlines Have Changed
The IRS announced that the tax filing deadline for individuals and businesses who normally file returns by April 15, 2020 has been moved to July 15, 2020, including an extension to pay any balances due on the returns until July 15, 2020, without penalty or interest. The state of Connecticut has indicated that they will follow the same deadlines as the federal government. Other states may make similar adjustments.
Please visit our Online Resources page for more information regarding resources available during this unprecedented time.
Our organization will continue to be available to you during business hours via phone, fax, and email.
8:30am - 12:00pm Monday thru Friday
8:30am - 5:00pm Monday thru Friday
Securely Upload Your Documents!
Doherty, Beals, & Banks share file site allows our clients to sign up and securely upload their documents. Email us in order to request setting up the account.
IR-2018-251, December 14, 2018 WASHINGTON — The Internal Revenue Service today issued the 2019 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1, 2019, the standard mileage rates for the use of a car (also vans, pickups or panel … Read more
IRS Tax Tip 2018-175, November 13, 2018 The IRS reminds taxpayers there are steps they can take now to make sure their tax filing experience goes smoothly next year. Taking these steps will also help them avoid surprises when they file next year. To help get people the information they need, the IRS just updated … Read more
Consumer Alerts on Tax Scams Note that the IRS will never: Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail you a bill if you owe any taxes. Threaten to immediately bring in local police or other … Read more
Ready To Get Started?
We are here to work with you whether your needs are personal or commercial.