Dear Friends,

Thank you all so much for a successful tax season last year. Each year brings new growth and
possibilities. This is another exciting year and we look forward to seeing you.

The 2022 tax year has fewer changes than any year since the Tax Cuts and Jobs Act of 2018. The
Covid legislation (CARES and SECURE acts) has enacted many items we must account for when preparing
a 2022 income tax return. These items will include the stimulus payments. The Affordable Care Act
Individual Mandate is NOT in effect. Beginning with 2019 tax, the penalty is removed. Those who purchase
from the exchange will receive form 1095-A.

IF YOU PURCHASED HEALTH INSURANCE FROM THE MARKETPLACE, WE MUST HAVE YOUR
1095-A OR WE CANNOT FINISH YOUR RETURN.

The word from IRS is tax filing will begin on January 23, 2023. We sure hope so…We believe with
all the changes this year, significant delays in processing are bound to happen. In addition……IRS is
conducting extensive identity theft checks this year. We believe this will result in further delays in
processing. If you’ve received an Identity PIN from IRS, be sure to bring it with you.

We (AMR) have many additional compliance requirements and may need to make additional copies
of your records. We will need to make a copy of your ID. Be sure to bring a copy of your spouse’s ID if
they are not coming to the appointment. If you have a new child for 2022, please bring a copy of the birth
certificate and SS card. Please help us by taking the time to fill out a worksheet.

We have online booking available through our website. For those we served last year, you are already
registered. You can log in using your last name as the user name and your house number as the password
or you may use the user name and password you have created. When you book online you will receive a
confirmation e-mail and a reminder the day before your appointment. Please refer your friends to our
web site: www.amrtax.com.

AMR Tax Services, Inc. is an Authorized E File Provider and we are REQUIRED to E-File all our
returns. Please be sure to verify the names and social security numbers on your return. The IRS verifies
these on all returns. If these items are wrong, there could be a delay in the amount of time it takes you
to receive your refund. EARNED INCOME CREDIT, CHILD TAX CREDIT, AND COLLEGE CREDITS RECIPIENTS
SHOULD BE AWARE THE IRS IS EXPANDING THE VERIFICATION CHECKS. THIS COULD RESULT IN A DELAY
IN PROCESSING ANY REFUND EXPECTED. If you owe any amounts to the IRS or Oklahoma Tax Commission,
you have until April 17, 2023 to pay even though your return has already been filed.

View PDF and Worksheet