As our business grows and develops in our community, we've learned that our desk appointments are where we really shine. We have modified our office policies to reflect our current direction. Here are the highlights of our updated drop-off policy, starting in the 2024 tax season:
STANDARD DROP-OFFS
All drop-offs are done in the order in which they are received.
We do not offer turnaround times for standard drop-offs.
We will file extensions on all drop-offs that are not completed by the filing deadline, and we will have your return completed before the extension deadline.
A drop-off appointment will put you ahead of any walk-ins or phone calls, reducing your wait time. Neither a drop-off nor a pickup appointment guarantees time with the tax preparer; if you would like to discuss your tax return with Kenny, please schedule a desk appointment instead .
If you expect to owe taxes, we STRONGLY recommend that you schedule a desk appointment or expedite your drop-off.
EXPEDITED DROP-OFFS
If you need service within two weeks, an expedite fee will be assessed at the time of your request. This is not refundable and must be paid before work begins.
The option to expedite is not guaranteed to be available after March 31; this will be dependent on the workload.
The expedite option generally does not apply to past-year returns, which will be completed after the current tax season has ended. If this is a concern, please schedule a desk appointment.
DIGITAL DROP-OFFS
Digital drop-offs are treated the same way as paper drop-offs. Remember to send us an email to let us when you've sent us all of your documents.
Be aware that your return will not be put into our drop-off queue until we have received your Client Information/Review Sheet and your Drop-off Policy.
To expedite your return: Your drop-off policy will alert us to your expedite request. Once we receive all of your documents, we will email you a pay link. Your expedite start date will be the date we receive your payment.
To speed up your drop-off, you can download and fill out your Client Information Sheet (or your Returning Client Review Sheet) and a Drop-off Sheet to deliver to us with your documents. Links to those PDF's are available under the "Resources" tab in our website menu. If you do not have access to a printer, we are happy to have you fill out the forms here in our office.
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