2022 TAX RETURN APPOINTMENT PROCEDURES
Our office is open and available for “in person” appointments. If you would like to have us prepare your 2022 return this season, we have two (2) options available for you:
1. Call to schedule an in-person appointment, similar to what we’ve done in the past.
2. Choose one of the following:
a. Use the post office to mail your documents to us.(Keep your originals and send us copies.)
b. Drop off at my office. Enclose all documents in a sealed envelope; write your name and contact information on the outside of the envelope. We will accept drop-offs on Mondays and Wednesdays 10 am – 5 pm.
c. Sign up for our portal. If you haven’t used this method yet, call or email us and we will get you set up. The portal allows you to upload your documents and view your tax returns when they are complete. It is secure and encrypted for security.
Schedule a phone call or virtual meeting for any questions or a “walk through” of the returns. We do NOT use Zoom due to security concerns, but have our own virtual software that is secure.
*We strongly recommend Option #2 for anyone with serious health concerns.
For those who haven’t visited us since April, we have a new office assistant. Dixie is originally from Missouri and loves meeting our clients. She is very friendly and a wonderful addition to our office!
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