Client Corner

As of now, the tax code for the 2025 filing season remains unchanged. However, the current tax laws are set to expire at the end of 2025, meaning Congress will need to update or extend the existing provisions. While we don’t yet know what those changes will look like, tax updates are expected. Rest assured, we are staying informed and will notify clients if any changes impact their tax situation. For now, your 2024 tax filing remains the same.

1. A copy of last year's tax return. 2. Birthdates and social security numbers for Tax payer, Spouse, and dependents

1. Our office will notify you by telephone after receipt of all your tax information (individual returns only) 2. Please wait 14 days after you have provided us with all of your tax data before calling our office to inquire about the status of your return

1. If you need to provide additional information after your appointment, please upload into Smart Vault, fax, mail or drop it off to us as soon as possible. Due to liability, we cannot accept your important information by phone. 2. If you have additional information for your return after your appointment and your return is in process or completed, there could be a rerun charge of $125, plus cost of any additional time required.

1. You may come in any time during our office hours to pick up your completed tax return. 2. Our receptionist will assist you with where to sign your returns and what is included in your tax package 3. Upon receipt of payment, your client copy and backup information can be mailed at your expense. We will bill you for the postage under separate invoice.

1. You are responsible for reviewing your completed tax return immediately upon receipt. DO NOT WAIT until April to review it 2. You are responsible for returning the electronic filing authorization forms to our office. We cannot transmit your tax return until we have these forms back, and your invoice has been paid in full.

1. Payment for your return is due upon completion of your tax return or you can prepay for your services. Once we have received signed 8879's we will process your payment.

1. Please call our office with any questions you may have. Your preparer may not be available immediately but our receptionist can set up a consultation. 2. If you receive any taxing authority correspondence, please bring it or fax it to our office immediately and call for an appointment. DO NOT EMAIL 3. We are open all year for appointments to assist you in any way we can.