I hope you had a Merry Christmas and a Happy New Year. This year I will again have two offices for your tax needs, and I will be switching between the two of them. For Minnesota clients I will be at 1428 N 3rd Str, Minneapolis, MN 55411 (Uptown Imports Building; If locked call (evenings and weekend). In Bismarck call me to schedule an appointment. If you are mailing, the address for both offices is located at the top of this letter AND THE MAILBOX IS SECURE SO REGULAR MAIL IS FINE, if you are worried about the mail use priority which is tracked (can do at usps.com). I also have a secure portal to upload files and input sensitive information – the email will come from mytaxprepoffice, it will than walk you thru a verification process (old address and loans answer no if your information is not displayed. Call for hours to drop off as I have set hours for appointments in Minneapolis but not in Bismarck. I am in the office outside of the hours for appointments at both locations.
I need to know if have a secure mailbox, if not for your safety I will require a signature on the return.
The following is a schedule of when I will be in Minneapolis until 15th of April this year (which is the deadline for this year as currently established):
NOTE FORMATTING DIDNOT CARRY OVER FROM WORD DOCUMENT – SORRY FOR THE CONFUSION
APOINTMENTS MONDAY THRU FRIDAY START AT NOON
| Appointment | February 19 | February 20 | February 21 | February 22 | February 23 | February 24 |
| Times | March 25 | March 26 | March 27 | March 28 | March 29 | March 30 |
| 9:00 | no | no | no | no | no | |
| 10:30 | no | no | no | no | no | |
| 12:00 | ||||||
| 1:30 | ||||||
| 3:00 | ||||||
| 4:30 | ||||||
| 6:30 | ||||||
| 8:00 |
If you need an appointment outside of these hours let me know and I will do my best to accommodate you. For drop-offs call me first.
Last year’s mileage for business is 0.65.5; Medical/Moving is 0.22 and 0.14 for charitable organizations. 2024 mileage rate will be 0.67 for business, and 0.14 for charitable; Medical/ Moving is 0.21. For 2023 business meals are 50% deductible. The child tax credit and dependent are the same as 2022. The above line charitable donation above “the line” is gone for the state of Minnesota but may be deductible as a state itemized deduction. The state of Minnesota does allow for some unreimbursed business expenses – this may allow you to itemize on Minnesota (follows old federal guidelines mostly (North Dakota follows federal law). There some major changes in energy (BRING RECEIPTS) credit area, new is a 7500 refundable credit on EV but need to watch income limit as if you are $1 over you owe the 7500 back – if used to pay down payment on car.
Remember to bring the closing documents on all new home purchases and on any refinances, you have done. Section 179 was extended for 2015 and beyond.
IF YOU GOT YOUR HEALTH INSURANCE FROM THE EXCHANGE, I WILL ABSOLUTELY NEED THE 1095 FORM YOU GOT. All others please bring the form if you have it.
WILL NEED TO SEE IDENTIFICATION FOR ALL RETURNS!!!!!!!!!!!!! (if you email mail me please send copy of DL or passport with the information.
For EIC – Something that shows that the child lived with you, please see list following.
- School records or statement
- Landlord or a property management statement
- Health care provider statement
- Medical records
- Childcare provider records
- Placement agency statement
- Social service records or statement
- Place of worship statement
- Indian tribal official statement
- Employer statement
Mortgage and Bank Letters:
If you need a letter to a bank or mortgage company for any purpose, please sign and fax that authorization to me as soon as you know you will need one. Be proactive and ask if you will need it as you can fax it up front and it will save time having to request one from you.
Again, I look forward to seeing all of you.
- 694 to 94 East towards Minneapolis
- Exit Broadway Ave Take left to Washington.
- Right on Washington
- To 3rd (Uptown Imports) right (1st right after turn on Washington)
- Entrance is on the north side of garage door.
- See enclosed map (1428 N 3 Str Minneapolis, MN)
ALSO, I WILL NOT FILE THE RETURN UNTIL PAID IN FULL – IF MORE THAN ONE YEAR IS OWED PAYMENT WILL HAVE TO BE IN ADVANCE FOR CURRENT AND PAST YEARS!