Dear Clients
So here we are at the start of a new tax season. I just want to update you all as to where we are at with the start of the new year. Willy is still retired. ☹ Sorry, no talking him out of that one, I tried. We will still be continuing as we have in the past few years, with clients dropping off, mailing or uploading their tax documents to our secure portal on our website.
As far as in-office appointments go, I will try to accommodate those that have special circumstances where they feel they need an appointment. However, please be aware that if you schedule an appointment there will be an additional consultation fee, in addition to the tax preparation fee. With just one full-time tax preparer it is difficult to try to have appointments plus work on drop-offs. While I do love visiting with you all, it is not a very efficient use of time. I do realize that some clients will want to discuss certain situations and may want an appointment. If that is the case, please first consider a call or email or include your questions in with your information you drop off. Please do not make an appointment if all you are looking to do is have your return prepared during that time, lets save those times for those clients that really do need that face-to-face time. Please call the office to set up an appointment time if you feel you need to do so.
We ask that you please get your documents to us as soon as possible. Please don’t wait until the first of April, and think your returns will be completed by April 15th, because they won’t. Last year our general cutoff for getting returns done by the due date was for clients that had their stuff to us by mid-March. Anyone dropping off after that point will have an extension filed for them so they will not get a late filing fee. The final due date after an extension is filed is October 15th.
Masks will be optional again. We ask that if you have been sick within the prior week, or are not feeling well, first refrain from coming in, but if you must, please wear a mask when coming into the office, or if you are just dropping off information, use our drop off slot in our front door. We want to keep our staff, their families and our clients healthy so we can get through the season without any illnesses.
While in the past we have appreciated referrals, at this time we are not taking on any new clients.
We appreciate all our loyal clients and wish you all well in the new year.