Ted Talks Taxes: Thank You for a Great Season!

Ted Phillips, The Del Ray CPA

(571) 312-1169

FAX (571) 227-7907

Ted@TheDelRayCPA.com

114 E. Randolph Avenue

Alexandria, VA 22301

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Grateful for my Wonderful Clients

IMPORTANT DATES

May 1, 2019

2018 Virginia individual tax returns due

June 17, 2019

2019 second quarter estimated tax payments due

July 31, 2019

Form 5500 due (for employee benefit plans)

DC personal property tax returns due

The rush of tax season is behind us, and I wanted to take a moment to thank you for your support and patience during this transitional year of my practice. Tax season is always hectic, but I am fortunate to have extremely helpful and responsive clients. It was a pleasure to be able to sit down and meet with so many of you this year, old and new faces alike.

I will be out of town this week, but will return to the office on Thursday, April 25th to get started on extended returns and helping clients with 2019 planning. Please feel free to send me your questions now, and I will be in touch in the coming weeks.

Wishing everyone an easy and relaxing springtime,

Ted Phillips

Life After Tax Season

If your returns are extended, I have either already sent you a list of items we still need for filing, or will do so in the near future. The client portal is a good way to send me additional documents and information as they come in; use the red link below to access your portal.
If we have already filed your returns, you can always get in touch if you receive amended forms, have questions about your 2018 filing, or if your income or situation in 2019 might change significantly, and you would like to meet with me to plan.
If you receive a notice from IRS or the state, I am happy to help make sense of it and respond as needed.
We will continue sending out newsletters on about a monthly basis, with items that might be useful to clients. Please let me know if you would like them sent to a different email address, or if any of your contact information changes.

Real Estate Tax Relief Programs

One of our clients kindly reminded me that here in Alexandria, VA, there is a program to reduce real estate taxes due for residents who are 65 and older, or are permanently disabled. Many cities and counties offer similar programs: below I provide links to the application websites for several areas. You can also contact the office that mails out your real estate bills to ask if there is a tax relief program in your area.

Usually, the amount of relief offered will be phased out based on your income (people who earn more are not eligible for as much of an exemption). Your local finance department might need to review your most recent tax returns and income documents when you apply. I can provide copies if needed.

Alexandria, VA

Arlington, VA

Washington, DC

Sussex Co., DE

Montgomery Co., MD

Link to Portal.

Please use our document portal to send documents securely online. If you are using it for the first time, contact Shannon in our office to set up an account: Shannon@TheDelRayCPA.com .