Tax organizers will be sent out the first of January. They will be either mailed or uploaded to the portal, based on each client’s notated preference on their 2021 tax engagement letter.

If you scheduled your 2022 tax season appointment, during your 2021 tax meeting, you will receive a mailed reminder card at the beginning of the January.

If you prefer a 2022 tax season meeting, and have not already scheduled an appointment, please contact our office to do so. The schedule fills up quickly, so ensure that you call early to book your preferred day and time. While we are happy to schedule tax meetings, for initial intake of your 2022 tax documents, a meeting is not required. We are happy to assist you during initial drop off of your tax documents and will contact you, via telephone or email, to ensure that we have all necessary documents and answer any questions you may have.

OUR OFFICE WILL BE CLOSED FOR THE HOLIDAYS:
December 23rd & December 26th
December 30th & January 2nd