The IRS continues to struggle posting and processing taxpayers’ mailed payments.  We recommend that you electronically pay the IRS as its website, IRS.gov.  In addition to quicker and more accurate processing, the IRS does not charge a fee for direct debits from a bank account.  (If you choose to pay the IRS via debit or credit card, you will be charged a convenience fee.)

The IRS website can be tricky. You will be asked to verify your information which will be compared to your most recently filed tax return.  Your input must EXACTLY match the IRS records.    

Directions for making electronic payments from your bank account are as follows:

• Go to IRS.gov/payments
• Click Tab for Bank Account (Direct Pay)
• Click Make a Payment
• Reason for Payment – Choose Balance Due if paying taxes owed from a tax return filing or Estimated Payment if you are making a quarterly payment
• Apply Payment – For Tax Owed, choose Tax Form 1040. (This section is grayed out for estimated payments)
• Tax Period for Payment – Choose the tax year the payment should be applied to
• The next section is for verification purposes – the IRS will verify your information based on the last tax return that they have processed. If you have not yet filed your 2022 return or the return was filed within the last few weeks, choose 2021 for your verification year. 
• The name, address and filing status must match exactly with the IRS records. Regardless of the year you choose for verification, we recommend that you utilize a copy of that year’s return for reference.

Be patient; remember that it takes the IRS several weeks to process and post a tax return to their database.   If you are unable to match the required information using your 2021 return, then choose 2020 for your verification year.

Privacy Policy: The privacy of your client information has always been important to J. Marc Lewis & Associates, LLC, and we have always been bound by professional standards of confidentiality. However, we are now required by law to formally inform you of our privacy policy. 

We collect nonpublic personal information about you that is provided by you or obtained by J. Marc Lewis & Associates, LLC with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you. J. Marc Lewis & Associates, LLC does not disclose any nonpublic personal information about their clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. J. Marc Lewis & Associates, LLC restricts access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. J. Marc Lewis & Associates, LLC employs physical, electronic, and procedural security safeguards to protect your nonpublic personal information.

Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact our office during normal business hours.