2016 Tax updates

Happy New Year! I hope 2016 was a great year for you and your family. We are looking forward to a healthy, happy and prosperous 2017!

Yet another year has passed an it’s time to gather last year’s financial data and get ready to file your 2016 Income Tax Return.
Please take a moment to read through this letter as it contains important tax updates.

Officially, the tax season begins January 23rd when the IRS will open the gateway to begin accepting electronically filed returns.
Our office is ready to start preparing your taxes before the 23rd once you have all your documents.

Monday – Friday                  10:00am – 8:00pm
Saturday                                  10:00am – 6:00pm 
Sunday                                     12:00pm – 3:00pm
Of course, we will also be available outside of these hours by appointment only.
If you need a special appointment, please call our office for scheduling.

We are grateful for your patience with us but due to the busy nature of tax season, we ask you to allow a reasonable amount of time for us to prepare your return.  We try to complete returns within one office visit but more complex situations may take additional time.  Also, to make your appointments move more efficiently, please have all documents ready and all calculations totaled before coming in for your appointment.

TAX DUE DEADLINE is APRIL 18, 2017 for the 2016 tax year., EXTENSION DUE DATE is OCTOBER 15, 2017

New Tax laws require the IRS to hold refunds claiming the Earned Income Credit (EITC) and the Additional Child Tax Credit (ACTC) until Feb. 15th.  If your refund includes one of these tax credits, your entire refund will be delayed this year.  We are offering refund advances to client’s that would like to receive an advance on their anticipated refunds.  There are additional fees associated with these loans.  If you are interested, please ask us about this service.

New IRS Tax regulations require tax professionals to keep Identification cards, social security cards and birth certificates on permanent file for all taxpayers and dependents.  Please bring these in with you to your tax appointment this year.

Security and Identity Theft

We have implemented a “no-click” e-mail policy. This means we will not open any documents that you have sent us via email, which when combined with our latest security software and other steps makes it extremely difficult for electronic intruders to get through our defenses. This brings the question about how you will transfer data to us, and vice versa. We now will accept data from you in 4 ways: regular mail; drop-off; fax; or mandatory upload to our web portal. We know these changes will cause some hassle on your (and our part) but it is the best way to protect your and our confidentiality.  More details to follow.

Health Care (Affordable Care Act – aka Obamacare)
All Americans will be affected, in some manner, by the Affordable Care Act from 2010 (Some people call it Obama Care). One of the requirements is all taxpayers must be covered by health insurance or pay a penalty, and this is proven through the release of Form 1095. If you received a Form 1095 from any issuer or agency we MUST have all copies to prepare your tax return. We must have 1095’s from all persons listed on the tax return, including dependents.

Foreign Accounts
If you have read any news in the last year you know that the IRS is looking closely for offshore accounts. If you have an account, retirement account, or business interest with a value over $10,000 in a foreign country, or a foreign business ownership (not through a mutual fund) please let us know as some special rules will apply to you. There are substantial penalties for failure to disclose these items.

Other Income
If you have any income from AirBNB, Turo, Etsy, EBay, Uber or similar consumer to consumer programs, please let us know because many income tax rules are affected and few of these sites provide you with adequate tax information.

In response to new IRS regulations, many Individual Tax Identification Numbers will be expiring in 2017.  You may need to renew your ITINs this year.  If you receive a renewal letter, please bring it into the office with you.  Even if you don’t receive a letter, you may still need to renew.  We will let you know the new rules during your appointment.

Life Insurance
We now offer Life Insurance and Retirement planning through Prudential Insurance.  Please ask us if you are interested.

Thank you for all of your referrals!  It is the highest compliment we can receive from you.
For each client referral we will reward you with a $30 gift certificate good towards your tax return preparation fee as our way of saying thank you!

Please find the “What to Bring Checklist” website link for those of you who need a reminder list of things to bring to your appointment.

Thank you and we look forward to working with you again this year.

Client Portal Login Access Information

“Client Portal” link:  https://login.atomanager.com/atom_SCL/webinfodefault.aspx   Through this portal, you will be able to:

  1. Check the Status of your Refund
  2. Get a Copy of your Tax Return
  3. Get a Copy of any document you submitted to us
  4. Send Questions/notes/attachments
  5. Upload Documents
  6. Provide Client Feedback
  7. Request an Appointment
  • Confirm/View your client referrals to us
  1. Update Your Address/Email/Phone/Password

This new portal allows us to better serve our clients by putting each one of you in control.  You can now print, download or save documents documents directly from the portal at your convenience. No longer necessary to call the office to check on your refund or request copies of documents.  As you know, our office is busy during tax season and it sometimes takes us longer to get back to our valued clients than we’d like.  This new portal is also encrypted and password protected making it a much more safe forum to exchange information.   With identity theft on the rise, e-mail is no longer a safe way to exchange documents. We will upload all completed 2016 tax returns and income documents to the client portal.  If you need a prior year, you will need to contact us through the portal and we will upload any additional years you request. As with all new features, there may be some kinks, so please be patient with us as we work them out. As you know, each year we upgrade our office to better serve our clients and we feel that this is a major step in that direction. Please follow the link below to the client portal. Your “Client Portal” link:  https://login.atomanager.com/atom_SCL/webinfodefault.aspx   First time log in:

On the client portal you will see:


Top of Form

Client Portal Login

Please enter your SSN / ITIN / EIN (No Dashes):
Please enter your Password:
Need a Password or Forgot Password?

Bottom of Form

Enter your SSN/ITIN/EIN then Click the link to Need a Password or Forgot Password? to create a new password.

Client Portal Login

To reset your password or create a new password please enter the following information and the system will send you an E-mail/TXT with a new temporary password.
Please enter your email:
Please enter your SSN / ITIN / EIN (No Dashes):

Enter your email and your SSN/ITIN/EIN then Click Go


Client Portal Login

Your password has been reset and you will receive an email/TXT shortly with the new password.

Please enter your SSN / ITIN / EIN (No Dashes):
Please enter your Password:
Need a Password or Forgot Password?

Your password will be created/reset and you will receive an email shortly with the new password. You will receive an email from us with a temporary password. Ex:     Your new Client Portal password is: 3dO606D6   Use this temporary password to log in to the portal and you will be asked to change your password.   Once you change your password, you will be logged into your portal.  Please call our office if you are having any difficulties logging in.