Spring Quarterly Newsletter 2024

May 1

President’s Message

We made it through another successful tax season! Thanks to our amazing clients! We appreciate the loyalty of our long-standing clients. Some of you have been with me since we first opened our doors 14 years ago. We welcome our new clients and look forward to getting to know you better. We wish all of you and your families a safe and relaxing summer!

Where is my Refund?

The below links will give you access to track your refund. You will need to have the social security number of the primary taxpayer, date of birth, filing status and the exact refund amount on your return.

IRS Refund: Up to 3 weeks to show in your bank account or several weeks for your check to arrive in the mail.

MN Refund: Up to 3 weeks to show in your bank account or several weeks for your check to arrive in the mail.

MN Property Tax Refund: (August or September)

Sizzling Tax Tips

Summer brings warmer weather and a time to enjoy Barbeques with family and friends. It is also time to plan for the upcoming tax season. Below are a couple of tax saving tips.

Students who are working and will earn under $14,600 should claim exempt on their W4 for both federal and MN to avoid filing a tax return next year.

Tax Extensions can be helpful, but they do expire. Plan ahead and submit all business and individual tax documents as soon as possible. Allow time for obtaining additional information and documents without cutting it too close. (See Important Dates)

Are you on Track? We have your Back!

Taxes can sneak up on you and proper planning can eliminate the tax surprise on April 15th. If you owed more than expected this year, we offer W2 withholding check-ins. Learn more by calling the office.

New Website Coming Soon

We took a brief hiatus during tax season and are back on track of revamping our website to a more user-friendly interface. Stay tuned for the unveiling of our website.