Greetings! We hope that 2021 has been a good year for you and we value the opportunity to work with you again this year. Our office is always evolving to find the best way to meet our client’s needs and expectations. While Covid-19 has changed our lives in so many ways, one thing emerged that surprised us here at the office. Last Tax Season we did not have any sit down appointments and we have received overwhelming positive feedback about that. Many people found that dropping off/mailing in their tax documents (either at the counter or in the secure drop box outside our front door) and then having a phone conversation after we were able to review them was much more convenient for most people. Therefore, we are going to continue that same process for this Tax Season.
To be as efficient as we can, we will continue to have a second counter by our back door so we can help two clients at a time. You are also always welcome to mail in your information, or place it in our exterior drop box if you do not wish to enter the building. Masks are encouraged but not required of anyone entering our office as of January 5, 2022, but like every public space, this protocol is subject to change at any time.
HELP US LIMIT THE SPREAD OF COVID-19 – PLEASE DO NOT COME IN IF YOU’RE NOT FEELING WELL.
We request your tax information to be in our office at least 2 weeks before the tax deadlines. A reminder to all that we will NOT automatically extend your tax return unless you contact us to do that.
We are available to help you with your needs during our scheduled hours.
As always, we welcome new clients and deeply appreciate our current clients! It has been a privilege serving you and we look forward to talking with you soon. Our office staff is committed to helping you through the endless maze of tax laws to get you the biggest refund or to pay the least amount of tax. We succeed when you succeed! Thank you for your loyalty and friendship!
Claudia & Staff
