295 High Street, Suite 207, Holyoke, Massachusetts 01040

Tax Preparation and planning services

2021 Child Tax Credit Fact Sheet

There are many changes to the Child Tax Credit, exclusively for 2021. For your convenience we are offering this downloadable fact sheet, which summarizes the pertinent figures to consider when deciding whether to opt out of (or opt in, if you haven't been automatically) the advance payments.

2021 Child Tax Credit (pdf)Download

A+ Accreditation from the better business bureau:

Highly Recommended on Alignable

Updates

Our sincere thanks to all of you who made the recently ended "regular" season our best yet! But there is still much going on in the world of taxes:

The IRS has already issued over 2.8 million refunds, out of 13 million returns so far identified, to taxpayers who filed before legislation was enacted excluding up to $10,200 of unemployment compensation from taxable income (subject to income limitatio

Policy & Procedure

Holyoke Tax Service

Covid-19 Policy & Procedure

1. Please call or text us at 413-210-0102, or visit our website, to schedule a time to drop off your tax documents; or you may scan and upload them to our secure web portal. Please include health insurance forms (1099-HC, 1095-A,B, or C), and, for new clients, copies of the previous year's returns.

2. Please call or ring the bell when you arrive; we will come down to let you in. Please limit office visits to no more than fifteen minutes, bring no more than one person with you (excepting immediate family members); masks to be worn and social distancing maintained.

3. Please note that for safety reasons we cannot prepare returns “while-you-wait.” This policy also allows us to provide you with the best quality and most economical service.

4. When your tax returns are ready we will call to discuss them with you, and schedule a time you to come in and sign them. All clients will be given a fresh pen, and contact surfaces will be disinfected between clients.

5. Payment is due upon delivery of your returns. We accept cash, check, and all major credit/debit cards, both in the office and on the “Payments” page of our website.

6. Returns will be held two hours (or longer by request) before filing so that you may have time to fully review them at home, and contact us with any questions or concerns.

About Us

Our Office

295 High Street, Suite 207, Holyoke, Massachusetts 01040
Conveniently located near Holyoke City Hall and the Holyoke Transportation Center
Please call, text, or message us for an appointment (please see our policy above)

David Yos

Over fifteen years of tax preparation experience.
Holyoke resident since 1999.
Married to Jacqueline Yos, with two daughters and five grandchildren.

Our Services

Preparation of all 1040 series tax forms
Authorized IRS e-filer
Small business returns
Rental property returns
Multi-state returns
Your proactive adviser: W-4's, estimates, etc.
Please ask about other services we may provide.

Accredited by The Better Business Bureau

A+ Rating

Contact Us

Holyoke Tax Service

295 High Street, Suite 207,Holyoke, Massachusetts, United States

(413) 210-0102

Office Hours

Open today

08:30 am – 11:00 am

Our regular office hours are reduced during the summer, but we still remain at your service. Please contact us to arrange a mutually convenient time to meet.

Privacy Policy

Holyoke Tax Service Privacy Policy. Maintaining the strictest confidentiality is a guiding principle of our business. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, including banking and credit card statements, and other forms, as well as interviews and conversations with our clients and associates. Under our policy, all non-publicly available information we obtain about you will be provided by you or obtained with your permission. This privacy policy applies to all personal information collected by us, including any you may provide us through our website (www.HolyokeTaxService.com).

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except as required to the taxing authorities and our software provider in the course of return filing and representation, or where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. We ask that, to the greatest extent possible, all electronic exchange of documents be through our secure web portal. Please contact us at 413-210-0102, or email dave@holyoketaxservice.com, with any questions regarding our privacy policy

Tax Preparation and planning services

2021 Child Tax Credit Fact Sheet