2024 Tax Filing Season
Here you will find any updates or newsletters we send out as well as relevant tax information specific to the 2024 tax filing season.
Office information/DROPBOX available
The 2024 tax filing season is well under way. Our estimated completion time is currently 1-2 weeks. Of course this may take longer if we are awaiting additional information. While we do not offer in office appointments during tax season, we are happy to meet to review your taxes after completion or after April 30th for tax planning. Please call the office for details. Current IRS & AZ state refund times are estimated between 10-15 days. If you chose to have your tax liability payment be automatically debited from your bank account, expect those to debit on April 15th 2025.
While we accept your tax documents in all the usual methods, we now have a drop "slot" for your tax documents! The slot is located to the left of our front door under the "DROPBOX" sticker and is available 24 hours/7 days a week. While the slot is secure and cannot be accessed by anyone other than office personnel, please enclose your documents within an envelope to ensure your documents stay together.
Reminder: Completed Questionnaire's and signed Engagement Letters are Required for 2024 Tax Completion
2024 Arizona Tax Credit
****AZ Tax credit donations are no longer eligible to be deducted as charitable donations on Schedule A of the 1040 Federal Return. ****NOTE TO TAXPAYER: You must have a tax liability for at least the amount of your donation in order to take a tax credit. In other words, if you only owe $500 to the state of Arizona, you cannot receive $1,000 in tax credits.
- Contributions to a Qualifying Foster Care Charitable Organization - $587 for single/H of H, $1,173 MFJ.
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Military Family Relief Fund – $200 Single/Head of Household; $400 MFJ
This caps out at 1 million dollars so contribute early to ensure your funds are included! Check the website to determine if they are still accepting donations for the tax year.
Organizer Delivery
Our 2024 tax organizers were mailed or emailed in January. You will receive your organizer via the same method as the previous year (email or mail). Additionally, it will be mailed to the same mailing address or email address used for your 2023 tax filing unless you have called our office and recently updated it. If you did not receive an organizer and you generally receive the document electronically, please check your junk or spam folder. If you would prefer to receive it differently please call our office or email us (you can also use the Info Request box at the bottom of this page). Be prepared to verify your identity when calling.
Reminder: Completed Questionnaire's and signed Engagement Letters are Required for 2024 Tax Completion
UPDATED 02/25/2025