Tax Time

Tax Time

No matter how hard we try, the pages of the calendar keep turning and we find ourselves facing tax season one more time. Our goal is to help you get through this time as simply and seamlessly as possible. This is accomplished through the effective communication skills and excellent work ethic of our entire staff. We look forward to working with you and encourage you to reach out with questions and concerns, and to stay connected with us throughout the process of calculating and filing your 2023 tax returns.

Everyone must complete the 2023 Engagement Letter and Tax Questionnaire in order for us to begin processing your personal tax returns. Because all paid tax preparers must now comply with IRS Due Diligence laws and regulations for various tax credits and the Head of Household filing status, the Due Diligence Questionnaire is now part of the Tax Questionnaire and is required to be completed by all clients.

Submit the completed questionnaire and letter with your 2023 tax documents. This can be accomplished in several ways:

  1. Use the secure link at the bottom of this letter to upload documents to your encrypted and secure, personal ShareFile folder.
  2. Send your docs via US Postal Service, UPS, or Federal Express. If possible, send copies instead of your original documents.
  3. Drop all docs off at our office. Use the secure door slot for drop off after business hours.
  4. Fax all to 614-771-7774.

The 2023 Tax Questionnaire, Engagement Letters, and Worksheets are available on our website:
Complete any applicable forms and/or worksheets and send them to our office with your tax documents. If you are missing documents and need assistance, please contact us as soon as possible.

Please do not wait for any brokerage statements or K1’s not yet received. We can begin work on your returns without them, and you can send the documents to us once received.

If you would like to schedule an in-person appointment, please call the office at 614-771-7700. Our current office hours are Monday through Thursday, 9:00 a.m. to 5:00 p.m., and by appointment only on Fridays.

We appreciate all the referrals you have given us in the past, and we hope you will continue to recommend us to your family and friends. We assure you that we will take care of them with the same level of dedication and personalized attention that you are accustomed to receiving from us.