Happy New Year!
Welcome to our new website for the 2012 tax season.
What’s new?
Prearranged appointment confirmations will be emailed to all clients with email capability. Plus, we’ll remind you by email the week and the day before your prearranged appointment!
Your personal tax information checklist will be securely emailed to all clients with email capability. This handy checklist itemizes the tax information used on your prior year tax return.
A secure client portal. A secure place to store and transfer documents safely between you and us. With email and password protection, you can access a copy of your completed tax return and other information. 24/7.
Peruse our comprehensive website. Tax guides for all stages of life and financial guides for individuals and small businesses. At the tax center, get easy access to where your refund is, tax due dates, tax forms and publications, and record retention guidelines. Resources include financial calculators, books (we have not yet read!), links, etc.
Sign up for our monthly newsletter or read it here on the website. Full of timely articles, tax tips, QuickBooks tips, and financial tips.
Looking forward to seeing you all!
Joe and Donna
