TAX SEASON
INSTRUCTIONS:

FOR THE 2020
TAX YEAR

A warm welcome back to all our existing clients, and we are excited to meet our newcomers. You will soon see what sets us apart from other tax firms. Everything you need to know to get started with MWM is listed below. If you do not see what you are looking for, please call our office for information.

Our tax prep service is very limited and professional tax preparation takes time. If you are looking for rapid, fast or quick, there are other tax firms that provide speed. Enrolled Agents are tax code experts. Their job is to utilize the tax code to benefit your unique situation. There is no cookie-cutter application or generic software at Murphy Wealth Management. A true tax professional will complete your return, not a part-time employee hired for data entry.

Easy 4 Step Process

Step 1. Claim Your Tax Prep Time Slot

Call or email our office to check availability to book your tax appointment. We will confirm the day and time of your tax appointment via email, so you can add to your calendar.
Valparaiso Office: 219-510-5069
Email: info@mwmfinancial.tax
CANCELLATION POLICY: Please understand that appointment times are very LIMITED. If you must cancel your appointment, we respectfully request that you do so at least 24 hours in advance. Failure to notify our office of cancellation at least 24 hours prior to the scheduled appointment will result in a $50.00 fee. The invoice for that fee will be emailed or sent via text message to you.

Step 2. Download and Complete These Three Documents

1) Letter of Engagement (4 pages)
Please read, then sign and date the last page—if filing jointly, both spouses must sign.
Download

2) Tax Document Checklist
Please confirm your tax documents by checking line next to document description. Please make sure you have received all your tax documents before you send your documents to us.
Download

3) Tax Organizer (2 pages)
Please complete all applicable sections.
Download

Step 3. Send All Docs Together By a) Contactless Dropoff, b) Mail, c) Fax or d) Encrypted Document Upload

Make sure you have received everything before you send so that we receive everything together in one package. Do not send one document at a time, or you may trigger a migraine! We take security VERY seriously.

a) Contactless Drop Off
Please contact us in advance and we will arrange a contactless drop off of your documents either inside the office or at our side entrance vestibule. You may use our SECURE drop box inside the front entrance of our building to the left of our main office interior door. If you choose to use the SECURE drop box, please do provide your documents in a sealed envelope and inform us so we may review and confirm receipt of your information.

b) Mail
You may mail your docs to our office. Please use a trackable delivery service and mail to: MWM Tax Services, 334 W US Hwy 30, Suite A Valparaiso, IN 46385.

c) Fax
You may fax all docs to Fax # (844) 410-9363. Please include a cover page with your contact info. This is a secure fax line.

d) Encrypted Upload
Verifyle Encrypted Document Upload: If you would like to upload your documents via Verifyle, our complimentary Digital Client Portal, please let us know and we will send you an email invitation to complete setup of your private account. Additional instructions can be provided as well to walk you through the user-friendly process.

Step 4. Your Tax Appointment

Prior to filing your documents, Amber Murphy will complete one full interview via phone, video call or over question-and-answer email…whichever method you prefer. Existing clients that have had no changes in their financial or tax situations since last year can complete the pre-return interview quickly and choose to have the annual review after filing.

Amber will discuss current situation and review strategies to implement for the following year. Payment will be due before we actually finalize and file your returns.
Step 1.
Claim Your Tax Prep Time Slot
Step 2.
Download and Complete 3 Documents
Step 3.
Send All Documents Together
Step 4.
Your Tax Appointment

PRICING - 2020 Tax Year Fees

Our pricing remains at or below our 2019 tax season rates for all returns. We may independently choose to provide discounts for existing and new clients based on factors such as simplicity of returns, combination of multiple returns or service member status.
$250 and up: Federal 1040 + 1 State (additional States $30.00/$50.00) 
Includes 1 full annual interview + required follow ups via email/phone, tax return preparation, e-file transmittal, filing fees for Fed +1 state, client copy of return provided in a choice of hard copy or electronic format.  *Existing client discounts may apply – call us with questions.
$50.00: Contactless Document Pickup Service for Clients who are not able to leave the home
We have suspended all in-home full interviews until the danger of transmission is over. However, we understand there may be extreme circumstances where someone has no other option other than home pickup for documents. The $50.00 pickup fee will include local pickups in Valparaiso and general area. There may be a mileage cost for long distance needs or we may walk you through arranging a delivery service pickup from your home.
$300 and up: Federal + Sch. A + State
Includes itemized Deduction digging, analysis and filing.
$400 and up: Federal + Sch. C + State   
Includes sole proprietors & single-member LLCs.
$50 and up: Additional Schedules
$50: Schedule (D) Stock sales / Capital Gains Calculation reporting
$50 per: Schedule (E) All rental property owned by (a) person(s) – $ per property
$30: Additional State Returns (Stand Alone State returns are quoted and if a new setup, $50.00)                   
$500 and up: Business Returns  
Includes LLCs, S & C corps, Partnerships, Solo LLCs / S-Corps being Reported on 1040 Schedule C etc.
Inquire: Other (Amendments, Planning, Quarterly services, IRS services, etc.) These may be quoted, fee based or hourly depending on the service.
MURPHY WEALTH MANAGEMENT

SERVICES

Tax & Accounting Services

Expert tax and advisory services for individuals and small businesses.

Tax Resolution Services

Let our tax experts and Enrolled Agent help you resolve IRS issues.

Instructions & Pricing

Learn about our process and fees for getting your tax returns done.

Small Business Advisement

Advisory services and tax planning and preparation for your business.

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ONE CLIENT

AT A TIME

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