Tax Time 2024!

Tax Time!2024-03-18T17:32:20-04:00

UPDATE!  March 18, 2024

Hello!  We are currently working on completing returns that came into the office On March 1st, so our turnaround is pretty much at three weeks.  While we are trying to tighten that up, if you plan on bringing us your information after March 30, 2024, please plan to go on extension.

Already a client in good standing??

Feel free to drop off paper documents here at the office, or upload digital copies into your portal.  We will let you know if we are missing anything or have questions.  You do not need an appointment to drop off.

Did you get a call your return was ready for pickup?

Come on by and pick it up!  No appointment needed!  We are here 9:00 to 5:00 (at least) Monday through Saturday.

Anything else?

Gimme a minute….


Coming soon… the 2024 tax season!

We are getting things ready for the 2024 season, so hang on, there will be probably be more updates!

One is a toy axolotl, one is a potato! No way to tell the difference!

At this time we are unable to accept new clients.

Organizers

2023 Organizers are available for all clients.

Your Organizer is personalized for you and is generated based on your 2022 tax return.

Please review the Personal Information page.  Double check your address, phone numbers and email.  If your driver’s license has been renewed please provide the new dates.  Double check banking information for any refunds.

Organizers are optional!  But we strongly recommend at least reviewing it as a reminder of what we will need to complete your return.  You can print it out and write on it, of type into directly, or just use it as a guideline to help you make sure you have everything you need.

Your organizer will be automatically uploaded to your portal.  If you do not use the portal just let us know and we can email the organizer to you.

The Portal!

There are references to the portal below.  Our portals are simply secure online mailboxes.  You can put pretty much anything digital into the portal and don’t need to worry about it falling into the wrong hands.

Here are some best practices for the portal.

The portals automatically clean out after six weeks.  So when we put something into the portal for you, like your tax return, it won’t be there forever.  We can always put things in again, but best practice is to download your documents from us and save them on your end.

OK, how do we get this started?

There are several options for getting your tax documents to me.

Drop off at 4591 Indianola Ave: You can drop documents any time.  During business hours you can leave at the front desk, enter through the back entrance.  If we are not in the office you can drop documents (in an envelope please!) through our mail slot.  The slot is a little smaller than the old one, but a 10×13 half inch thick envelope will fit if flexible!  Rigid plastic document sleeves will not fit!

Upload to your secure portal:  You can upload pdfs (recommended) or scans or photos (please limit photos) of your tax documents to a secure portal you can access through my website.  Let me know if you need a portal and we will set one up.

Emailing documents is not recommended, as it is the least secure way to get things to me.  If you plan to email anything please let me know ahead of time.

And believe it or not, we still have a fax machine!  Faxes are still considered pretty darn secure, even though it is an old technology.  I am happy to provide our fax number, just ask.

Once your return is complete we can upload your return to you through the secure portal, or have a paper return ready for a quick pick up.  We can also mail your return to you, but we will need to charge postage.

Signing and paying remotely can be confusing.  We do not have the ability on our end to sign documents electronically.  We looked into it and it is simply too expensive.  For forms and documents that need to be signed we accept any of the following:

Sign documents electronically using your own software, and upload to the portal;

Print documents and sign paper copies, then scan (or take a photo) and upload to the portal;

Print documents and sign paper copies, then mail back to us;

We can mail you the paper forms, you sign and then mail back to us.

For payments we can accept checks, or we can also bill through Square and you can use a debit or credit card.

In person appointments

In person appointments will be kept to a minimum and must be made at least 48 hours in advance.  Masks are no longer required for in person appointments, however we may change that policy if there is an uptick in local infections.  And of course, if you are feeling sick please help us by wearing a mask, rescheduling your appointment, or requesting a remote appointment instead.

In person appointments are limited to 20 minutes.