Our Tax Season Has Begun!

Integrity in Tax & Accounting, LLC ~ Tina M. Kleckner EA, CAA

IRS is officially accepting E-File Tax Returns beginning Jan. 27, 2020!

To Reserve an appointment,

Call us at (920) 277-2991

Email us at tinak@integrityintaxllc.com

Schedule Online at www.integrityintaxllc.com

 We support local animal rescues/shelters throughout the NE Wisconsin area!  A portion of your tax return fee is contributed to pets in need.  This year we are donating to the Neenah Animal Shelter & Saving Paws Animal Rescue. Thank you for helping us help others!

 

  • Appointments: We are currently booking appointments Mon-Fri 10am – 7pm and Saturday 10am – 3pm*.

 

  • Drop Offs: You can drop off/ pick up your tax information at our office with no appointment!  Our office hours are Mon-Fri 9am – 7pm and Saturday 9am – 3pm*.

 

  • Online: We can prepare your taxes without you even having to come to our office!  Send us an email to request access to our Secure Client Portal to tinak@integrityintaxllc.com.  We will then send you an email with a link to access your personal folder to upload your tax documents, copy of driver’s license for primary taxpayer, copy of Social Security Card (or ITIN letter) for all dependents, and completed worksheets.

*Saturday hours being Feb. 1.

Attachments:   Attached is our Client Organizer for you to complete and assemble your tax information.  All worksheets may not apply to your situation.  Use the worksheets that apply.  We’ve also attached a copy of our privacy policies.

Identity Theft:  In an effort with the IRS to prevent identity theft we will be asking for a copy of all Social Security Cards on the tax return and a copy of the primary taxpayer’s driver’s license.  We have taken numerous steps to protect and safeguard your personal information by our office.  If at any point there appears to be inconsistent or incomplete information/documentation, we reserve the right to withdraw from completing the tax return in which you will be notified and all documents will be returned.  We do no share any client information.

Due Diligence:  As required by the IRS, we must ask additional questions and possibly request further documentation for tax returns that are claiming the Child Tax Credit, Additional Child Tax Credit, Education Credits, Earned Income Tax Credit, and using filing status as Head of Household.

Our Website:  Use our website at www.integrityintaxllc.com as a tool to assist you in your tax preparation.  Following are just a few of the many resources we have available on our website:

  • Click on “Resources” tab for Client Worksheets and to check your refund status for Federal & State (click on Where’s My Refund)
  • Click on “Tina’s Blog” to read past blog posts!  Mostly tax-related, but also doggy & community related blogs are written from time to time.
  • Click on “Newsletter” to subscribe to our quarterly newsletter!

Additional Services We Offer:

Real Estate Professionals:  We work with many realtors, investors, flippers, wholesalers, and developers to maximize tax credits and deductions.  You can find our monthly newsletter specifically for Real Estate Pro’s on our website, click on “Taxes for Real Estate Professionals”. The new tax law has many favorable credits and deductions for Real Estate Pro’s such as Bonus Depreciation, increased and expanded Sec. 179 Expensing, 20% Qualified Business Income Deduction, and Qualified Opportunity Zones. Ask me about a Residential Cost Segregation Study for your rental properties and availability of accelerating depreciation!

Tax Help:  Whether someone has not filed taxes in one year or ten years, we can file all year’s tax returns, setup payment plans, or request settlement of tax debt.  We can communicate with the IRS or State taxing authority on your behalf, thus eliminating the stress, headache, and frustration of resolving tax issues on your own.

ITIN Application & Tax Compliance of Foreign Individuals living in the US:  Foreign Individuals who are not eligible for a SSN but have a tax filing requirement must apply for an ITIN (Individual Taxpayer Identification Number).  Additionally, certain ITIN’s have expired at the end of the year and thus must be renewed before a tax return can be filed.  When applying or renewing an ITIN, original documents such as a passport must be submitted to the IRS.  However, we have an agreement with the IRS that enables us to verify your Foreign Status and Identity & issue a Certificate of Accuracy which is then sent to the IRS with your application rather than the original documents.  No more sending original passports, driver’s license, etc to the IRS!

Payroll Processing:  Would you like to outsource your small business payroll without the large fees?  We are your local, convenient, and trusted payroll processing partner.  We process your payroll timely, submit federal and state payroll taxes on your behalf, and prepare and file quarterly and year-end reports including issuing employee W-2’s and 1099’s.

Reviews & Referrals:  We’d love to hear from you with a 5-Star Review on Google.   Thank you for all the wonderful referrals throughout the year!

Thank you for choosing Integrity in Tax & Accounting, LLC for your tax & accounting needs!  We value each and every client and pride ourselves on providing quality service, superior knowledge, and year-round support to our clients!