AIA’s Response to COVID-19

In response to the spread of COVID-19 we are asking ourselves what’s best for our clients and employees. While much about this is still unknown, we do know that containment is the right move to help reduce the spread of the virus.

We will continue working on all products and services as usual. We will contact you with questions and notify you when products and services are completed.

To ensure that our clients’ needs continue to be met during this time, we will observe the following policies:

  • Our in-office team has been reduced to essential staff only, but we are still working. Most of our team is working remotely. We will continue to be available by phone and email, but you may experience a lag in response time due to reduced staff in office.
  • Our lobby is closed. All meetings will be conducted as phone conferences.
  • We are working diligently on tax returns and other projects. We are happy to assist you by phone (502)451-8678 or email [email protected].
  • If you need to send us data, please utilize one of the following methods. We will contact you with questions.
    • Portal – We encourage you to use your secure online portal during this time. If you do not have a secure on-line portal, please call our office and we are happy to set one up for you using a valid email address.
    • Mail – You are welcome to mail data to our office; we recommend using a tracking method to ensure delivery.
    • Drop Box – We have installed a locked drop box outside of our office. It is available during our normal operating hours. Feel free to use this method drop off any paper documents.
  • When your product is ready, we will contact you and you will receive it in one of the following ways:
    • Portal – We will upload your product to your secure online portal and send you instructions for accessing it.
    • Paper – If you are unable to use our portal system, we will mail paper copies of any products to you.

Thank you for your business and patience during these unprecedented times.

Federal Individual Tax Returns are due July 15, 2020

Does the July 15, 2020, federal income tax deadline apply to individual income tax return filing and payments?
Yes. Both the federal filing and payment deadlines have been postponed from April 15, 2020, to July 15, 2020, for individuals.  Federal non-filing and non-payment interest and penalties will begin to accrue after July 15, 2020.

Are you working on my individual tax returns?
Yes. We are working on all of the individual tax returns that have come into our office.  Most of our employees are working remotely, and we only have a few people working in the office each day to answer the phones, collect the mail, etc. The best way to contact us is to email [email protected] or call 502-451-8678.

Has the filing deadline for all state returns been postponed to July 15, 2020?
Kentucky and Indiana have extended their tax filing deadline to July 15, 2020.  Other state filing and payment deadlines vary by state.

When is the City of Louisville OL-3 tax return and payment due?
If you normally file a City of Louisville OL-3 tax return, the tax return and payment are due July 15, 2020.

Are first quarter 2020 estimated tax payments still due on April 15, 2020?
No. The April 15, 2020, estimated tax payment due date is also postponed until July 15, 2020.

Have the second quarter 2020 estimated tax payments, due on June 15, 2020, also been postponed?
Yes. The second quarter 2020 estimated tax payment is due on July 15, 2020.

Does this relief provide more time to contribute money to an IRA, HSA, or Archer MSA for 2019?
Yes. Contributions may be made for a particular year, at any time during the year or by the due date for filing a return for that year. Because the due date for filing Federal income tax returns has been postponed to July 15. 2020, the deadline for making contributions to IRA, HSA, or Archer MSA for 2019 is also extended to July 15, 2020.