Welcome! How can we help?

Baer Tax Group, Inc, is open!

When visiting the Baer Tax Group, Inc.office, a face covering/mask is required.

We continue to encourage the use of our secure client portal for submission of documents and to receive your tax returns.

Our office hours are Monday to Friday from 8am to 4pm and the secure outside drop box is available for after hours drop off.

We appreciate your understanding and thank you for your business.

IRS and Unemployment Wages

The IRS is going to re-calculate tax returns for taxpayers that filed prior to the tax law change in March 2021.

There is no need to amend your original return.

In general, the first $10,200 in unemployment wages will not be subject to Federal income tax.

See details in the article below.

IRS Article

Where's My Refund? Use these links below to check the status, where you will find the most up to date information.

Federal tax refund, call 1-800-829-1040 or visit IRS.GOV

NYS tax refund, call 1-800-443-3200 or visit NYS TAX

MA tax refund, call 617-887-6367 or visit MASS TAX

Economic Stimulus Payment

Part of completing this year's tax return is reporting the amounts of any economic stimulus payments that you received in 2020 and 2021. The payments are not taxable income, but this requirement is in place to insure all eligible taxpayers received their payments.

Use the IRS link below or check with your bank, if you received direct deposit, to get the dates and amounts required to complete your tax return.

Link to IRS

SBA Payroll Protection Program First Loan Information

Read Here

SBA Payroll Protection Program Second Loan Information

Read Here

Need Assistance with your Payroll Protection Program Application or Forgiveness?

Contact Us

Getting Ready to File Taxes in 2021

See These Tips from the IRS for Filing in 2021

Clear Pennies

Tax education for the self-employed presented in a simple, personal, easy-to-follow format. Learn more.

Clear Pennies Intro

Award Winning

Thank you for voting Susan Baer CPA, PC best accountant in Columbia County for 2017.

Baer Tax Group: People That Can Help