New Office Policies

New office policies are now in effect for the 2013/14 tax season.
These policies concern updated tax preparation service terms involving client scheduling and deadlines.


Service by appointment only

 Due to the short tax season, we will not be accepting new clients, or permitting unscheduled walk-in visits by clients without appointment.

 

New clients are not accepted at this time

 

Automatic extensions for individual tax services after March 31st

Due to the short tax season, clients who seek service late in the tax season may be placed on automatic extension. All individual income tax related documents required for purpose of filing must be submitted to our office no later than March 31.  Individual tax service sought after March 31 will be serviced at late season rates.  We make no guarantee of performing tax preparation to meet the April 15th deadline.