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Tax Season 2024

‘Tis the season – tax season that is! – and the IRS will begin accepting returns as of January 29th, 2024.

In many ways a new year brings new beginnings, and that’s certainly the case here at Black Rock Financial. The biggest announcement of note is that Tony has moved forward on his path to full retirement. The investment side of the business was acquired by Avantax Planning Partners^SM in the fall, with C.P.A. Stan Warner coming on board, and as of the new year, the tax and payroll portion has been undertaken by Melie Solomon, owner of MLS Accounting, LLC.

Tony will stay involved throughout the upcoming tax season to ensure a smooth transition, and long-time employees Alyssa and Jill will remain in house.

Though clients may see some branding changes in the future, Tax Season 2024 should proceed in familiar fashion, and rest assured that Black Rock’s legacy of integrity and quality service will remain a primary foundation.

Two changes of importance to keep in mind, beyond some new faces, is that all tax invoices will be produced by MLS Accounting, LLC., and all payments should be made out accordingly. Also, we’re happy to announce we’re accepting new clients! If you know of anyone who is looking to make a change, please have them reach out to our office for details. In addition, long-term clients are, as always, welcome to call us with any questions or concerns.

As in previous years, we’ll be happy to mail or email our Tax Intake Forms to you ahead of time, so that the drop-off of materials can be quick and convenient. Tax season hours begin Monday, February 5th, and will be as follows: 8:30am to 6pm Mondays - Thursdays, 8:30am to 4pm on Fridays, and Saturdays from 9am to 2pm.

Please review our Meeting With Us tab under the About heading to see a list of items that may be needed to complete your return, and we invite you to visit our Team page to learn more about new preparer Melie. Tony extends his gratitude to all clients for their support and loyalty over the years, and our team looks forward to continuing to be of service.