Schedule Your Appointment TODAY!

schedule your appointmentIf you’re anything like I am, then you’re still having a hard time writing down 2018 whenever you have to write the date.  Here we are, a couple weeks into the brand new year, and I still find myself scratching out a “7”, or trying to rework it so it appears as if I just have a wonky-looking “8”.  But that’s neither here nor there at the moment.  Do you know what IS here right now? Tax time. Tax time is here again. Schedule your appointment like yesterday.

Schedule Your Appointment…NOW!

We get busier every single year.  In fact, this year we are needing to hire additional staff to keep up with the demands of our amazing clients!  But it also means that you need to schedule your appointments NOW!  We offer super easy ways to get on the schedule.  You can schedule your appointment by visiting our website and clicking on the pretty blue “Make An Appointment” button.  Or you can simply click here and allow us to directly reroute you to our online scheduler.  Easy peasy. Remote appointments are available and are the best way to quickly and conveniently get you squared away with getting those 2017 taxes prepared.  The best part is you don’t even have to put on a bra for the appointment!  Unless you want to.  We won’t judge.  Too much…Evening and weekend appointments fill up extremely quickly.  If you require an evening or weekend time slot, be sure to get yourself on the schedule as soon as possible.

You’ve Booked Your Appointment. Now What?

First and foremost, give yourself a little pat on the back for being so organized and together at the start of 2018. Congratulations! Maybe have a little get-together to celebrate.  Perhaps we can discuss ways to claim it as a deduction when we file your 2018 taxes…

Remote Appointments

Now it’s time to put your stellar organization skills into hyperdrive.  Gather your documents like your W-2s, Form 1098 (mortgage statement), property tax assessment, and any other important tax-related documents.  Many of them are required to be mailed to you no later than January 31, so keep your eyes on your snail mail for those important documents.  For remote appointments, we ask that you send us your documents no later than 24 hours prior to your scheduled time slot.  They can be delivered in a number of ways, but our favorite and preferred method is via our secure document portal.  You may also send them via regular mail, fax, email, drop them by in person, send a courier, or perhaps try a homing pigeon.

In Person Appointments

We love to see our clients’ lovely faces so we look forward to these appointments.  If you are choosing an appointment at our office, we ask that you arrive five minutes early and bring your personal tax information with you to the appointment.  Visit our website for more details regarding specific documents to bring.  Individual appointments are scheduled in blocks up to 50 minutes long.  For partnerships, trusts, and S-Corps we offer 90-minute time slots.

Time is precious, and we know how important your time is to you.  We want to make your appointment to get your 2017 income taxes prepared as easy as possible.  We can get it done without you ever having to leave your home or office through our remote appointments.  It makes getting your taxes filed a piece of cake! But first thing’s first—get that appointment scheduled as soon as possible.  Next, did somebody say cake?!?

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