Lewis and Schiefer, LLC: Income Taxes, Living Trust & Financial Interests.
 
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OUR CLIENT PORTAL

At Lewis & Schiefer, LLC, it is our goal to use electronic communication as much as possible and reduce our environmental footprint.

Soon we will be offering electronic delivery of your annual tax preparation packet through encrypted email. This is the first step towards transitioning into several new phases of digital business for us.

For many years, we have been communicating electronically with the IRS as part of the work we do for our clients. We see establishing our future online Client Portal as part of an advanced and more available means of doing business.

We hope that everyone who already enjoys the many benefits that the internet is now providing, will find managing your tax documents online an extra benefit at Lewis & Schiefer, LLC.

In the future, we will be seeking your input, while we build your personal profile and establish your connectivity.

We appreciate your patience and sincerely look forward to serving you.

Joe Schiefer, E.A. & Roy A. Lewis, E.A.

W2 AND 1099 FILING UPDATE

November 30, 2016

Dear Client,

Congress moved the date you must send W-2s and 1099s to the Social Security Administration and to the IRS from February 28 to January 31. The IRS penalty for filing these forms late is $50-$260 per W-2 or 1099, and California will penalize you $30-$100 for each late-filed form.

Moving these due dates up means you must report income to the Social Security Administration and the IRS at the same time that you send forms to the employees and nonemployee service providers.

We recommend that you mail the 1099s to the recipients by the middle of January. This will give you time to make any corrections before you send the copies to the IRS. If we are preparing the W-2 and 1099 forms for you, please have your information to us by January 20th so we can send them to the recipients in time to make changes before January 31.

As always, don't hesitate to call us if you have any questions.

Our Best Regards,
Joe Schiefer, Enrolled Agent and Roy A. Lewis, Enrolled Agent

©SPIDELL'S CALIFORNIA TAXLETTER December 2016



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