Prepare for 2023 INCOME TAXES
IT'S ALMOST THAT TIME AGAIN!
The IRS Tax Preparation Review Sheet below can be used to prepare for filing your 2023 Federal Income Tax Return in order to ensure you have all the necessary items. 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.
HEALTH PROTOCOLS UPDATE
Our office is open for in-person appointments. If you prefer, we can prepare your tax return and communicate remotely (existing clients only) if you schedule to drop off your tax 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 health policy:
- When open, 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 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.
- All staff are fully vaccinated against COVID-19, but we will continue to adhere to any and all required social hygiene and distance practices.
- Some staff may continue to rotate between working from home and working from the office. Any staff who is feeling ill will be required to stay home.
- 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 are monitored by staff members who are working from home, but there may be a delay in responding.
- While staff are fully vaccinated against COVID-19, there is no guarantee that it is risk-free to visit in-person due to other viruses such as the flu. Please take precautions based on your own health needs.
- If you are sending anything important through the mail, please send an email or leave a voicemail 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!