Matrix Tax Service

01/18/2021

01/08/2021

You asked for them -- we got them! Refund Advance Loans up to $6,000 for qualifying individuals. Call today to find out if an Advance Loan is best for you.
Willow Grove: (215) - 659 - 8900
Levittown: (215) - 949 - 9500
If you have any questions or need any advice, don't hesitate to touch base with us,

Ed, Chrissy, Chase, Devon and the rest of your friends at Polton Financial.

07/15/2020

TODAY'S THE DEADLINE FOR FILING! NEED AN EXTENSION?
WE ARE HERE TO HELP!
WASHINGTON — The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020.
Taxpayers can also defer federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest, regardless of the amount owed. This deferment applies to all taxpayers, including individuals, trusts and estates, corporations and other non-corporate tax filers as well as those who pay self-employment tax.
In an effort to promote the safety of our community and help with social distancing efforts we are giving the opportunity to get your taxes done remotely.
Visit our website for contacts at two locations
http://poltonfinancial.com/
Email in your tax documents along with any information that may have changed since we saw you last year.
New address
New spouse
New dependent
New direct deposit information
When it comes time for your appointment your tax preparer will call you after entering all of your documentation. At that time we will ask any questions we may have about the return, tell you the results and answer any questions you may have.
Let us know if you are interested in having your tax return prepared remotely and we will help you start the process. Call or email if you have any questions.
Wishing you health and happiness!
Your friends at Polton Financial

07/03/2020

COUNT DOWN TO TAX DAY-AS WE SAFELY RE-OPEN REMEMBER WE ARE HERE TO HELP!

WASHINGTON — The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020.

Taxpayers can also defer federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest, regardless of the amount owed. This deferment applies to all taxpayers, including individuals, trusts and estates, corporations and other non-corporate tax filers as well as those who pay self-employment tax.

In an effort to promote the safety of our community and help with social distancing efforts we are giving the opportunity to get your taxes done remotely.

Visit our website for contacts at two locations
http://poltonfinancial.com/

Email in your tax documents along with any information that may have changed since we saw you last year.
New address
New spouse
New dependent
New direct deposit information

When it comes time for your appointment your tax preparer will call you after entering all of your documentation. At that time we will ask any questions we may have about the return, tell you the results and answer any questions you may have.

Let us know if you are interested in having your tax return prepared remotely and we will help you start the process. Call or email if you have any questions.

Wishing you health and happiness!

Your friends at Polton Financial

05/10/2020

Happy Mother's Day from our family to yours!

04/28/2020

WASHINGTON — The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020.

Taxpayers can also defer federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest, regardless of the amount owed. This deferment applies to all taxpayers, including individuals, trusts and estates, corporations and other non-corporate tax filers as well as those who pay self-employment tax.

In an effort to promote the safety of our community and help with social distancing efforts we are giving the opportunity to get your taxes done remotely.

Visit our website for contacts at two locations
http://poltonfinancial.com/

Email in your tax documents along with any information that may have changed since we saw you last year.
New address
New spouse
New dependent
New direct deposit information

When it comes time for your appointment your tax preparer will call you after entering all of your documentation. At that time we will ask any questions we may have about the return, tell you the results and answer any questions you may have.

Let us know if you are interested in having your tax return prepared remotely and we will help you start the process. Call or email if you have any questions.

Wishing you health and happiness!

Your friends at Polton Financial