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Announcements

Savvy in Services is a year round tax office. Please follow the link below to get started with virtual tax preparation. If you prefer an alternative method please contact me directly. 
You can find my form "Savvy In Services Tax Client Form" at: https://form.jotform.com/223608898041159

Savvy In Services has partnered with EPS banking to allow the taxpayer to apply for a $250 - $7000 advance on their tax refund.  Contact me today for additional information.

To ensure the accuracy of all tax returns by Savvy In Services please ensure that the following documentation is provided as applicable. 

Required Documents to Upload as Applicable

  1. A valid Driver’s License/ID card for the taxpayer(s)

  2. Proof of Address: Utility Bill, Lease, Mortgage, or other mailed document with the tax payers name. 

  3. Social Security card for everyone on the return.

  4. Proof of Income: (W-2, 1099, or Business Income Statement or Spreadsheet, Interest, Retirement, Unemployment, etc)

  5. 1098 T (if claiming school credit)

  6. Proof of Children (Medical Records/School Records/Daycare Records/Other Mail with Child’s name present)

  7. Healthcare Market Statement 1095-A

  8. Virtual Currency Statement

IRS announces special payments going this month to 1 million taxpayers who did not claim 2021 Recovery Rebate Credit

The Internal Revenue Service will issue automatic payments later this month to eligible people who did not claim the Recovery Rebate Credit on their 2021 tax returns. The IRS announced the special step Friday after reviewing internal data showing many eligible taxpayers who filed a return but did not claim the credit. The Recovery Rebate Credit is a refundable credit for individuals who did not receive one or more Economic Impact Payments (EIP), also known as stimulus payments.
No action is needed for eligible taxpayers to receive these payments, which will go out automatically in December and should arrive in most cases by late January 2025. The payments will be automatically direct deposited or sent by paper check; eligible taxpayers will also receive a separate letter notifying them of the payment.

IRS helps taxpayers by providing penalty relief on nearly 5 million 2020 and 2021 tax returns with unpaid balances – In a major step to help people who owe back taxes, the IRS announced new penalty relief for approximately 4.7 million individuals, businesses and tax-exempt organizations that were not sent automated collection reminder notices during the pandemic.
The relief will total about $1 billion and most of those receiving it make under $400,000 a year.
Given the unusual situation due to the pandemic, the IRS is taking several steps in advance of resuming normal collection notices for tax years 2020 and 2021 to help taxpayers with unpaid tax bills. They include:
   •    Issuing a special reminder letter starting next month
   •    taking steps to waive the failure-to-pay penalties for eligible taxpayers affected by this situation for tax years 2020 and 2021
This penalty relief is automatic. Eligible taxpayers don't need to take any action to get it.

Delay for implementation of $600 reporting threshold for third-party payment platforms’ Forms 1099-K

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The IRS has announced a delay in reporting thresholds for third-party settlement organizations set to take effect for the upcoming 2024 tax filing season. As a result of this delay, third-party settlement organizations will not be required to report tax year 2023 transactions on a Form 1099-K to the IRS or the payee for the lower, $600 threshold amount enacted as part of the American Rescue Plan of 2021. The IRS also has released guidance outlining that calendar year 2024 will be a transition period for implementation of the lowered threshold reporting for third-party settlement organizations (TPSOs) that would have generated Form 1099-Ks for taxpayers. A new $5000 reporting threshold is scheduled for the 2025 tax season.

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