Scheduling and Appointments
Our firm operates by appointment to ensure each client receives the attention and time their matter deserves.
New clients are encouraged to contact our office in advance to confirm availability and determine whether our services are a good fit for their needs.
Appointments allow us to prepare appropriately, focus on your specific questions, and provide a more productive and thorough consultation.
Tax Return Deadlines and Preparation Process
To provide accurate and careful tax preparation services, completed tax information must be submitted to our office at least 30 days before the applicable filing deadline.
Tax returns are prepared in deadline order based on when complete information is received. We cannot begin preparing a return until all required information has been submitted.
Submitting information early provides the best opportunity for timely completion. While we make every effort to complete returns by applicable deadlines, completion cannot be guaranteed when information is received after the recommended submission date. If additional time is needed, we will assist with filing an extension when appropriate.
Please note that filing an extension extends the time to file a return, not the time to pay taxes owed. Taxpayers are responsible for estimating and paying any required tax payments by the applicable deadline.
Priority or expedited preparation is not available.
How Returns are Completed
Links to Specific Tax Return Information
Our firm operates by appointment to ensure each client receives the attention and time their matter deserves.
New clients are encouraged to contact our office in advance to confirm availability and determine whether our services are a good fit for their needs.
Appointments allow us to prepare appropriately, focus on your specific questions, and provide a more productive and thorough consultation.
Tax Return Deadlines and Preparation Process
To provide accurate and careful tax preparation services, completed tax information must be submitted to our office at least 30 days before the applicable filing deadline.
Tax returns are prepared in deadline order based on when complete information is received. We cannot begin preparing a return until all required information has been submitted.
Submitting information early provides the best opportunity for timely completion. While we make every effort to complete returns by applicable deadlines, completion cannot be guaranteed when information is received after the recommended submission date. If additional time is needed, we will assist with filing an extension when appropriate.
Please note that filing an extension extends the time to file a return, not the time to pay taxes owed. Taxpayers are responsible for estimating and paying any required tax payments by the applicable deadline.
Priority or expedited preparation is not available.
How Returns are Completed
- Returns are prepared in the order complete information is received.
- Work cannot begin until required information is submitted.
- Missing information may delay completion.
- Extensions may be recommended when additional time is needed.
Links to Specific Tax Return Information