Yes, although we do have a soft cap on the number of returns and accounting projects we will take on, especially during tax season. Be sure if you need our services that you contact us as soon into the tax season as possible (or preferably before it has even begun) to ensure that we can welcome you as a new client and prepare your return for you. 

Our fees are tied very specifically to the complexity of the return or accounting required, where simple single, single income taxpayer returns being the simplest such service, and complicated business accounting cases such as extensive real estate holdings, complex business structures, etc., would be higher in our fee range.  We are more than happy to speak with you and provide an estimate of what your return or accounting services will cost in a free consultation to review your particular accounting needs. 

YES!! Let us help you!  CLICK HERE to for a FREE consultation to discuss any of your tax needs!

First and foremost, we are available during normal business hours to answer any questions you might have. Customer communication and responsiveness is one of our core values, so we go above and beyond to reply to our clients as soon as practicable after you reach out. 

In addition to our direct line, we have just launched a special Client focused website, which provides you with the ability to find information, commonly needed IRS forms, helpful guides, and answers to commonly asked questions. We also post  articles on the most recent tax developments that could impact you, and other important information as you prepare your documents and tax organizer for submission to us. And of course, it contains the direct link to our secure client portal for submission of your documents when you are ready, if you would like to submit them electronically. 

If you have decided after this visit to the website that we are the firm for you, you can start the new client intake process RIGHT NOW by visiting this website (click to go there now). 

If you would like to see us first and talk through your situation and determine if we are right for you, that's fine too, you can call us at 757-645-4863 , or email tricia@watsonmowry.com to set up an appointment to come in for a free tax consultation, where we will explain all the advantages of using us to prepare your tax return, manage your business book, payroll, or provide other accounting services you might require. 

The most important deadline is obviously the IRS tax deadline of April 15th to file all returns. Tax Return Extensions received are typically due for all by October 15th. Business Returns (that are not pass through to the owner), are due to the IRS May 15th. The individual states have their own deadlines, but is May 1 for most Virginia filers, except those with legitimate extension reasons, military members and some others. If the filing date falls on a weekend, you have until the next business day to file. 

We typically try to file all tax returns at the same time by  April 15th if possible for your convenience when signing and reviewing your completed returns. 

You are more than welcome to use our tax organizer to fill out your tax specifics and bring that in to our offices along with all tax documents. We also have the capability for you to send all your documents into us electronically through a secure client portal (see the top of the page for our client portal), which can be electronic copies you have received, or scanned copies you have made in pdf format. We can even take pictures (as long as they are clear)!

Unless you request a paper check for your refund, most refunds are processed by the IRS and direct deposited to your account within 5-7 days, plus any processing time your banking institution holds deposits before they can be accessed. Be advised that the IRS will occasionally put delays on returns and is something we have no control over. Obviously we will be filing all tax returns by the IRS deadline unless you request an earlier filing date. If your return is  very complex, or we do not receive the required information from you (W-2's, 1099's, etc.) with enough time to complete your return by the filing deadline, we will request an extension on your return and file it as soon as practicable. 

All forms that are sent to you from employers, bankers, lenders, and other entities that bear an IRS form code, such as W-2 (Wage and Earnings Statement), 1099-INT and 1099-DIV (Interest and Dividends earned), SSA-1099 (Social Security Benefits received), 1098 (mortgage interest paid), 1099-G (state and local taxes paid, unemployment income received) should be sent to us, in addition to other documents that have tax consequences, such as charitable donation letters and business income records (your income and expense information, balance sheet for depreciation, etc). 

At the start of each year, we provide an extensive worksheet which helps you work through the checklist of all activities that could potentially be taxable or deductible, and our staff is available at all times through the tax season to answer any questions you may have. 

If we do not receive the information needed to file your return by the designated IRS filing deadline, or your return is especially complex and requires extensive preparation, we will typically file a request for extension from the IRS, which gives us additional time to complete and submit your return. Be advised that if we estimate that you will owe taxes as a result of your tax calculation, that amount must be paid by the IRS tax deadline, regardless of whether you have been granted an extension. Return amounts coming to you will not be received until the extended return has been completed and submitted.