Client Information & Resources

Welcome to the new Watson Mowry, PC Client Web Interface Page! This page is not intended to remove our personal interaction with you that we value so much, but rather to give you extra digital tools that we are introducing for your convenience, and as a 'Home Base' for accessing helpful information regarding your taxes, recent IRS developments that may affect your future tax planning, and general tax return news. We hope you enjoy this new resource, and invite any inputs you have on how we can make it more helpful and useful at info@watson-mowry.com

DIRECT LINKS  -Click image to access (***note: Client Portal is only for those clients who have opted to receive their completed tax documents electronically. If you wish to use this service and are not signed up, please notify us.)

Links and Resources

Here are links to  other commonly used documents our clients need to help with their returns and tax planning (clicking links will open another window with the form in it):

Personal

Business

  • I-9 Form (Employment Eligibility Verification Form)
  • W-9 form (form for employees to fill out to obtain their SSN for wage reporting)
  • New Employee Tax Packet (contains form for needed tax documents info, W-4, VA-4 and I-9 in one document, as well as an ADP Direct Deposit Form)

Investing

You should be receiving the newsletter in your email, if you aren't, please let us know and we will add you to the list. This is an archive of the past ten newsletter for reference purposes!

Latest Tax News

Frequently Asked Questions

What is the IRS Tax Deadline this year? 

Individual income tax returns are typically due April 15, unless the date falls on a weekend or holiday or you file Form 4868 seeking an extension until October 15. Independent contractors, gig workers, and self-employed people usually have to make quarterly estimated tax payments are pre-set dates throughout the year.

How do I send you my tax paperwork?

If you are a local client and drop off your paperwork, you may continue do so, if you are an out of town client and prefer to send it via tracking mail, please do so.  if you want to or prefer to use our Portal, we are happy to connect you.   If you require a secure portal link or do not remember having received information regarding yours, please reach out to missy@watsonmowry.com.

Can I do any of your paperwork electronically?

Although we are currently working on this option, the tax organizers and other documents must currently be done on paper. You are welcome to scan and send the completed paperwork to us via pdf, however. 

What are deductions I might be missing that I should be sure to look into? 

The Tax organizer should address any potential deductions that you may be entitled to, but if you have any questions on other items you feel might be deductible, feel free to give us a call at the office!

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