We are in the office and ready to begin preparing tax returns. Existing clients should have received their tax organizers, either by mail or by digital download.
If you have not received your tax organizer, please let us know. Current clients will receive an organizer customized for them based on their 2020 income tax returns. New clients will receive a blank organizer.
Here are a few tips to help us prepare your returns more quickly:
- Please don't use staples on submitted documents.
- Please review and sign our engagement letter.
- Please review and thoroughly complete the tax organizer.
- Please provide all W-2s, 1099s, and other supporting documents.
Our office hours have changed this year. We are now open Monday, Tuesday, and Wednesday from 9:30 am to 5 pm. We close every day for lunch from noon to 1:30.
Please be sure to read our tax season policies in our client area.
We will not automatically file extension requests for individual income tax returns. If you would like us to file them, please submit a request in writing. If you would like to prepare them yourself, you can file federal extensions online. To file state extensions, visit your state's taxation website.
We do not release any information about you to third parties without your express written consent.