Hello to our clients and friends,
It is crazy that Thanksgiving is over and tax season is almost here again!
Remember that everyone needs to schedule an appointment. There will be NO Drop Off’s, everyone needs to have an appointment to get their tax return completed. Review the dates below for your first opportunity to make an appointment.
If you or your child will be in college in August of 2023 and Ellen has not yet called you to file the FAFSA forms, please call the office to let us know.
At this time your scheduling process is not finalized. Continue to check in for updates.
Here is the schedule for making your appointment. Online scheduling can be done anytime within the dates listed, if you prefer to call or come by the office, we are available 9am – 4pm to assist you.
|Businesses with Shari
|Individuals with Ellen
|December 12th 9am – December 15th 4pm
|Online, Phone, Come by
|Trusts with Shari
|December 19th 9am – December 21st 4pm
|Phone or Come by only - No Online
|Individuals with Shari
|January 2nd 9am – January 4th 4pm
|Online, Phone, Come by
If you miss your above scheduled time please wait until January 9th to call the office.
Most individual returns need a one-hour appointment. If you desire other returns, in addition to yours, they will need an additional appointment. For example, if you have one or two kids that you claim as your dependents, you should schedule a two-hour appointment. If you have grown kids or other family members that you do not claim as dependents, they need to schedule their own separate one-hour appointment. Feel free to call the office right away if you have questions on how many hours you should schedule.
Scheduled Phone Appt - Stay home and we will do your return with you over the phone. If you have a home computer, we can also share our screen and you'll feel like you are in the office with us.
Not only have many clients enjoyed this relaxing option in the past couple of years, it has also been a benefit when clients need to find additional paperwork, or if the stairs in our office are a problem for them.
Scheduled Office Visit - This is for those who prefer to come into the office
If you schedule an office visit, you can change to a phone appointment at any time; a shipping fee will be added for delivering completed documents to you if not picked up within 2 weeks.
If you have stock investments, investment accounts, or you receive K-1’s, please schedule your appointment in the latter part of March or April, as you most likely will not have your tax information until mid-March.
NOTE: All your tax information must be in our office two weeks before your appointment, if not, we may need to reschedule you to later in the year.
Larger than normal returns that require more prep time will incur additional fees
No return will be transmitted to the IRS until payment has been received
We are looking forward to serving you very soon, in the meantime, enjoy the holidays and may God bless you and yours.