Prepare for 2024 INCOME TAXES
IRS COMMON ERRORS TO AVOID
IT'S TAX TIME!
The 2024 tax season is underway!
The IRS Tax Preparation Review Sheet below for 2023 can still be used to ensure you have all the necessary items for tax preparation. If you are sending information electronically, please do not send private or sensitive information via unencrypted email. To send sensitive information electronically, request a secure, encrypted email option from your tax preparer. Also below is a 7-page generic tax organizer to make organizing your tax information a little easier.
HYBRID MODEL AND HEALTH PROTOCOLS
Our office utilizes a hybrid model of both in-office appointments and remote servicing. If you prefer, we can prepare your legal documents or tax returns and communicate entirely by remote servicing (existing clients only) if you schedule to drop off your documents to our lockbox and/or arrange with our staff to receive your documents electronically. Just let us know how you wish to proceed. Please see below for updates to our office policy:
- For security and safety, we will continue to be closed to the public even during office hours so visitors should schedule an appointment before coming to the office and will need to ring the front bell for access.
- We ask that if you are ill, please cancel your scheduled in-person meeting or switch to one of the remote access options below. If there is a mask mandate in effect, all persons will be required to wear a mask in the office. Otherwise, it is your own preference whether or not you wish to wear one.
- We have the capability to host remote access via web conference, video conference and tele-conference so that we can stay connected at all times.
- Staff rotate between working in-office and working remotely to minimize the number of persons in the office at one time. This helps to reduce the spread of seasonal illnesses such as the Flu, COVID and others to protect clients and staff.
- Any staff who is feeling ill will stay home and work remotely, if possible.
- If you need to schedule a call or meeting, please call the office or consider using our online scheduling option for your convenience, available via our website.
- Voicemails and emails will be monitored by staff members who are working remotely. Please allow at least 24-hours for a response.
- While we take precautions, there is no guarantee that it is risk-free to visit in-person due to viruses and other seasonal illnesses. Please take precautions based on your own health needs and please let us know, in advance, of any special needs.
- If you are sending anything important through the mail, please send an email or leave a voicemail in advance so we can be on the lookout for your item.
We remain dedicated to your needs, so please reach out with any questions or concerns. Thank you for your trust!