NEWS

2024 Season Updates and Mailing

It’s hard to believe another year has gone by! The office was moved to its new location in May and the family finished cleaning out my grandmother’s house and sold it in August. I will be completing a Master of Accounting at UNC Chapel Hill the first week of February. It’s been a busy year, but I’m excited to welcome you to this new chapter and the new office located in the Old Salem Historic District! Office News for 2025The biggest change this year is the new office location. We are in Old Salem at the corner of Church and Bank Streets.

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Office Closed July 2-15

The office will be closed for vacation from July 2 through July 15. We will not be doing any office work or returning calls or emails during this time. Messages will be returned after July 15!

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We’ve Moved!

The office move is complete!Note the new physical and mailing address: 500 South Church Street, Suite 102Winston-Salem, NC 27101 The building is located in the historic district in Old Salem. Parking is located next to the building, notated above. After entering, Suite B is the first door on the left. You’ll receive more details as the next tax season approaches.  Our phone and fax numbers have not changed:(336) 701-6264 – Phone(336) 283-2785 – Fax 

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Using the Client Portal

For those of you new to the client portal, here are some tips for you: Logging in – to access the portal, go to portal.snipestax.com or click the “Portal Login” button on the top of the office website. We do not have access to your password and cannot reset it for you. If you are having username or password trouble, click “Forgot username/password” at the login screen. Basics of using the portal – see this video provided by the software company on some basics for using:https://support.drakesoftware.com/Video/portal-basics See this webpage for some information on sending and viewing files:https://drakesoftware.com/Site/Browse/15258/#3 Remember – our technology options

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Do I need to keep track of deductions?

Taxpayers have the option of using the standard deduction or to itemize their deductions. Taking the standard deduction requires no supporting documentation. Itemizing deductions requires you keep up with your documentation and is not the best option if they are less than the standard. Note: I hear many clients say that they “can’t use” their deductions – this is not necessarily true. It is simply that the tax code gives you more as a standard deduction than you have in deductions. Essentially, this means you are getting free money. The Standard DeductionThe table below shows the amount of standard deduction that can

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