August, 2020

Erroneous New York Notices

New York has sent notices out to some Individuals who filed 2019 tax returns.  The notices do not give credit for payment made with the return.  If you receive a notice with a large balance due, contact us, do not pay it automatically!

Paycheck Protection Program

For businesses, including Sole Proprieterships (Schedule C's), an SBA loan program has been rolled out.  The amount that can be borrowed is based on salaries of employees and earnings of the owner.  Under certain cirucumstances, some or all of the loan can be forgiven.  This program has been extended through the end of August.

We recommend that you do not apply for forgiveness at this point. 

Additional information can be found at the link below:

Paycheck Protection Program

Loan Forgiveness Application and Guidance

Frequently Asked Questions (FAQ's):


And this link is the actual application form:

PPP Application Form

At Baum & Baum Certified Public Accountants, P.C. we work tirelessly at maintaining the high standards and ethics clients should expect in a certified public accounting firm. To augment the personalized, professional service our clients have come to depend on, we now offer an online community and resource to keep up with the growing need for simplified and efficient online services.

Click here for Fast Support

Click here for Drop Box


Tax Refund Status:

You can check on the status of your IRS tax refund here.

You can check on the status of your NYS tax refund here.

You can check on the status of your CT tax refund here.

You can check on the status of your NJ tax refund here.

Please check our Alerts page for information on scams you should be aware of.



ShareFile Login: 

Forgot your password?
ShareFile by Citrix

Through the ShareFile Login box above you can access a secure platform through which you can upload files to and download files from us. ShareFile has critical advantages:

  • Access to vital documents immediately from any location with internet access via a secure, private repository.
  • Easily upload documents of all sizes.
  • The portal is a convenient electronic storage space in which files  can be downloaded and uploaded, while maximizing the security of sensitive information
  • Can be used with both PC’s and MAC’s (running an Intel-based processor).

 Many clients like to have a “pdf” version of their tax return available in their portal; it is readily available if needed for refinancing, etc.  Others have started to use their portal to upload documents or QuickBooks files to us, rather than mailing them.

If you don’t yet have a Sharefile user account, please email  Alanna@baumtax.com to request one.  If you have any questions, please call.  Alanna is our firm expert, but we are all familiar with it.


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