704-593-9695 [email protected]

I hope you and your families are doing well and staying safe & healthy!

Just wanted to provide an update on our tax season operations given the extraordinary developments related to the coronavirus epidemic.

  • We are working as we normally would. I am in the Ballantyne office daily and my employee, Vicki continues to work from home.  You are welcome to set up an appointment, if needed and our receptionist is available if you wish to drop off your tax materials.
  • We successfully met the business tax filing deadline on Monday, March 16 and have now turned our attention to the individual tax deadline of April 15th.
  • Yesterday it was announced that Federal tax payments would be extended until July 15 without penalty. The April 15 filing deadline remains in place as of now.  It was unclear whether the payment extension applied to the first quarter estimated tax payments for 2020.  More information should be coming on that.
  • We are working diligently to prepare your tax returns on time. We will continue to monitor the situation and let you know if there are any other developments regarding this year’s tax deadline.

We are committed to serving your tax preparation and tax planning needs.  If you have questions or need assistance, please do not hesitate to contact our office.  We are still taking new clients and welcome your referrals as well.

Stay safe and well.  Our thoughts and prayers are with everyone during this crisis.

David K. Raye, CPA                  704-887-5298                          [email protected]