Covid Policy

January 26, 2022December 22, 2021 by MIriam

Our COVID policy

Your safety is our top priority. I am fully vaccinated and boosted, and COVID-19 cleaning and disinfecting procedures are followed in the office.

Masks are required at all times, and hand sanitizer is available for your convenience.

For the time being, in-person appointments will be limited to 20 minutes. I’m sad about this, because I love my annual dates with my clients! However, protecting everyone’s health is more important. We’ll have enough time to get started, and I’ll let you know as soon as I’ve completed your return.

To maintain a safe distance, we cannot accommodate more than three clients in the office at a time. Please do not bring a larger group.

Please reschedule your appointment if you have been exposed to COVID-19 or have tested positive for the disease, or if you do not feel well.

PLEASE NOTE: Due to the shifting nature of the pandemic, this policy is subject to change without formal notice. Updates will be posted on Facebook.

Please contact us with any concerns.

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Remote filing options

If you prefer not to come into the office, we have all the tools to handle your taxes remotely, from start to finish or any combination that works for you:

Secure document exchange with Intuit Link, or mail your paperwork to: Miriam Klamkin, 100 Cummings Center, Suite 341G, Beverly, MA 01915

Communication via Zoom, phone and e-mail

Electronic signature on all required forms

Online payment via PayPal and Venmo

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Miriam Klamkin, E.A.

Miriam Klamkin, E.A.

Miriam Klamkin, E.A.6 months ago

Used to getting a refund check from the IRS? You might want to go a different route this year.

The federal government is phasing out check payments. They want everything done electronically.

Guidance is fluctuating hard and fast on this. If you got a letter from me early in January describing the new policy, read on, because the plan has already changed.

For now, you can still get an old-school paper check, if you're willing to wait for it. If you don't provide a bank account on your tax return, or if your bank doesn't recognize the number you gave as yours, you'll get a letter - a CP53E notice - in the mail.

You respond by logging into your online IRS account, and either indicating the correct numbers or providing a reason why you can't. If the IRS doesn't hear back from you in 6 weeks, they'll issue a check.

If you don't have a bank account, there is a workaround. Get yourself a debit card that has a routing number and account number associated with it (not to be confused with the card number). And don't lose the card.

Down the road? Who knows?

The upshot: for this year at least, provide your bank account's routing number and account number to your tax advisor or tax software, or, as they say, expect delays.

Oh - if you owe the IRS, you can still pay by check. They'll be happy to take your money.

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Miriam Klamkin, E.A.

Miriam Klamkin, E.A.2 years ago

Happy 2025, everyone! I hope you enjoyed the holiday season. Now it's back to business for us all - including tax reporting. I'm especially looking at you, rental property and business owners.

If you hired outside help in 2024 - any kind of contractor, professional, temp worker, or service provider who was not on the payroll - you most likely need to provide that person with Form 1099-NEC, and copies to the IRS and the state taxing authority. This filing is due January 31.

There are a few exceptions:

* your service provider is a corporation

* you paid via a third-party payment processor such as PayPal, Venmo, Zelle, Square, Stripe, Worldpay, etc.

* you paid this contractor less than $600 over the course of the year

Otherwise, you're on the hook for reporting. Let me know ASAP if you'd like my help.

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