This post will be regularly updated.
We are currently working on returns for information received:
Ryan: August 31st
Jae Ann: September 8th
If you sent in your information to prepare a tax return more than five days before these dates (it takes a couple days to get the return processed and out to you once complete), please contact us. We may have sent an email that went to your spam folder, or left a voicemail that may have been missed.
If you had extra work (e.g. bookkeeping), your return may still be in process even if it came in before these dates.
We are currently accepting new clients.
We are accepting new clients to be set up for 2022 tax preparation
If set up by 12/31/2022, you will receive a 2022 organizer from us during the first week of 2023.
We are accepting a limited number of new clients for 2021 & prior tax preparation.
We accept new clients referred by current clients only.
We try to make ourselves as available as possible to answer questions.
If you are a client of ours, please contact us at any time by phone or email if you have any questions.