Welcome to 2024! The IRS has announced they will start to accept e-filed tax returns on January 29th. Prior to that we can complete returns but are unable to submit them.
Returning clients may notice a few differences this year. My office is in my home and I no longer have an assistant (Liz). I no longer have an assistant so prefer to communicate more by texting or email. I do not answer the phone during appointments so please leave a message and I will return your call between appointments or evenings. Please send any emails to:
I will continue to use Verifyle to upload and download documents, sign returns, etc. There is a link on the website to access Verifyle, or you can download the app. You can also mail your documents to me. I strongly suggest you use the large cardboard mailer for priority mail. It does cost about $10 to mail, but has automatic tracking.
To schedule an appointment, I urge you to preferably text me, or email or call me with your preferred day and time. I have lots of slots available and appointments are scheduled for 60 min. so in most cases we can complete your tax returns, sign, process payment and you can leave with your tax returns. If you prefer a phone appointment please let me know that. If I fail to respond back in a timely manner, please give me a call (evenings are best). I am trying to respond to all but may accidentally miss a message.
My hours during tax season are:
Mondays and Fridays 1:00pm to 7:00pm.
Tuesdays, Wednesdays and Thursdays 10:00 to 12:00 and 1:00 to 7:00
Saturdays 10:00 to 3:00
Appointments are scheduled on the hour, ex 10:00 and not 10:30.
No walk-ins, appointments are required.
If you want your documents and tax returns sent back to you by mail, there is an additional $10 charge to cover the cost of mailing. Finally, again this year I will use CPA Charge to process payments. There is a $2.00 fee for direct debit from a bank account, and a 3% fee for credit card processing. I also accept cash, checks and debit cards at no additional cost. The base cost of a set (federal and state) of returns starts at $155 this year. I have increased my prices by about 3% after several years of no increase.
And, yes, I am accepting new clients.
There is still a drop box located outside my garage in which you are able to safely drop off your documents. If you choose to mail your documents, please send them by priority mail, in the heavy cardboard mailing envelope. This is the safest way I have found to mail important documents. It includes postal tracking but does cost about $10. I still encourage you to upload your documents.
Please make sure you have all your information prior to your appointment. If scheduling in person, and you have all your documents, they is a very good chance you can sign, pay and take your tax return with you when you leave.