Tax Season Starts Jan 27th!!

You will need to book your appointments online in the portal this year.  Don't worry we will help you... You should arrive 15 minutes early to complete your checkin, update, and document scanning before taking your seat, if you have not already completed your checklist.  Sorry, as much as I enjoy visiting with you,  I will no longer be scanning your documents or updating your information at my desk while we talk.  If you don't get your information up to date before you arrive, this year there will be a desktop kiosk in the waiting room where you can log into your portal, scan your tax documents for upload, and print copies of your completed tax returns. Our office is moving to a paperless, self-service portal for security and data protection.  It has been 5 years since we began in 2020 with COVID to be both paper and using the paperless portal system.  However, there are still many of you that have not taken advantage of the portal.  Starting January 1, 2025, we will be completely paperless and you will be required to use the client portal.  With the required law changes to our office your effort to make changes with us and learn the electronic portal system makes you so very special to us as friends and clients. 

We are looking forward to a great tax season and new adventures.  Thank you again and may God bless your family and your business in 2025!!