Hello! Looking ahead to next tax season. Here’s a couple of things to be aware of:
We are still saying “no new clients”. As we get into tax season we may be able to open up a little, but right now we need to make sure we can take care of the people we have.
We have had to seriously rewrite our engagement letter, and expand it to include “terms and conditions”. There will be a shorter version to sign at tax time, with the full version available here or on request.
We will send organizers in January. We will be asking everyone to check addresses, dependants, bank account numbers and most importantly, contact information. We are double checking phone numbers and emails for everyone, and will be asking for your preferred contact (text message, email, phone call).
Ok, this was boring. Sorry.