Due to the continued impact from Covid-19, we will continue with our current drop off preparation and pick-up procedures. We will be offering virtual appointments through zoom for new clients and for more complicated returns. We have had good success with this process over the last two tax seasons. We are encouraging you to collect all your tax documents in a timely manner, to avoid extensions.
As of now, the deadline for your personal tax return is April 18, 2022, without an extension. Please notify the office when dropping off, mailing, faxing or emailing your tax documents. We have a locked parcel drop located outside the front door for dropping off your documents. We ask that you complete the pre-engagement forms that can be found outside, as well as at our front desk, prior to dropping off your documents. Another method of dropping off your documents is through a secure client portal that will connect to our system allowing us access to your documents. We will provide you with instructions for creating the portal and transmitting your documents.
We ask that you complete the pre-engagement forms providing us with your updated information. You can download them off the website and complete them in advance, or you can complete them upon dropping off your documents. Please provide us with a copy of your license, if it was renewed in 2021.
Any questions or concerns, please feel free to call us at (845) 496-6600.