The 2023 Income Tax Filing Process at Village Accounting and Tax LLP

THANK YOU! for your interest in Village Accounting and Tax LLP!  Please take a minute to read through the information below.

Finding our Office

We are located at:
888 Dayton Street, Suite 107
Yellow Springs, OH 45387

Our office is connected to the MVECA building adjacent to YSHS at the corner of Dayton Street and E Enon Road.  Google Maps will take you to the big parking lot in the back of the building (entrance off Enon Road).  THIS IS THE WRONG ENTRANCE.  Our office can be accessed from the small parking lot ON Dayton Street.

What to do and how to get started: General Tax Filing Procedure

    1. Deliver your tax documents to our office. We receive your tax documents either because you brought them to our office OR you enabled your Portal Account and uploaded them.
      1. New Clients: You’ll want to include your prior year tax returns and driver’s licenses of taxpayer (and spouse if married), and birthdates of any dependents.
      2. If this first step is confusing for anyone, call our office at 937-751-7375 or walk in anytime during normal business hours and our Front Desk Manager Dave Brown will help you get started.
      3. Need a meeting first? This year we have a new private meeting room.  You might want to meet at this stage about: your small business, your rental property, or anything else that will need communicating in an effort to prepare your income tax returns.  To schedule a meeting visit www.VillageATax.com.
    2. Wait patiently. After we receive your documents, give us a week or so while we prepare your tax return.  We do our best to complete returns within a week.  We’ll let you know if anything changes.
    3. Filing your income tax returns. We’ll contact you when everything is ready.  Next, if you’re using the portal you’ll accomplish the following steps online anytime.  Otherwise, everyone will need to come to our office ANYTIME (no appointment needed) to:
      1. Review the prepared returns and receive a printed copy
      2. Authorize us to file on your behalf (your signature)
      3. Pay for tax prepreparation services
    4. If you’d like to meet to discuss the results of your income tax returns, please call our office to schedule 30 minutes and your pickup time. There is an additional charge to meet with Matthew Cole CPA or Kim McCarthy, CA.

More Portal Info:

  • We recommend every client to activate a portal account, even if you do not plan on utilizing it this filing season. You should receive an activation email and follow those instructions to create a password and login. Call our office or email reception@villageatax.com to have the activation email sent to you.
  • It is quick to setup and easy to use.
  • You may need an electronic copy of your current or prior year(s) tax return at any time; we can safely upload them to the portal in a matter of minutes!
  • Other sensitive correspondence can take place within the portal

If you have any questions, please do not hesitate to reach out.  We look forward to working with you!

Matthew Cole, CPA