Unfortunately, we are NOT accepting NEW CLIENTS at this time.
Important due dates for your tax returns:
If we receive your documents after our deadline date, you will need to file an extension. Extension forms can be found on our website (www.roybaltax.com) under the "Forms & Links" tab.
IMPORTANAT INFORMATION BEFORE YOU SCHEDULE: We are not accepting new clients at this time.
Since appointment availability is limited, and if your information is mostly the same as the year prior, please consider dropping off your documents to our office or uploading your documents to our Client Portal for us to prepare after office hours and we will contact you with questions.
There are 3 appointment options to choose from for appointments with Craig or Rochelle and there are 2 appointment options for Bart *FOR TAX PREPARATION ONLY*; 30 minutes, 45 minutes, or 60 minutes: Read the descriptions before selecting your appointment type.
**EACH TAX REETURN NEEDS IT'S OWN APPOINTMENT. Please do not select a 45 minute appointment for you, your parents, and your 2 kids. Please read the appointment descriptions, and schedule accordingly or call our office and we will be happy to schedule it for you.**
30 minutes (Craig or Rochelle only): For those who file a short form tax return (i.e. wages are reported on a 1099 or W2 and you do not own property).
45 minutes (Bart, Craig, & Rochelle): For those who file a standard long form tax return (i.e. own a home and itemize their deductions with property taxes/ mortgage interest, donations, etc.).
60 minutes (Bart, Craig, & Rochelle): For those who have any of the above plus 1 to 3 rental properties OR a large Schedule C (self employment) OR for those who file a standard long form return but also bring their children's paperwork to prepare.
CORPORATE RETURN FILERS, PLEASE NOTE: If you wish to have an in person appointment with Bart, please drop off or upload your P&L and Balance Sheet for your corporation two weeks prior to the appointment you schedule. If you want an in person appointment for both your corporate return and your personal return, you will need to schedule two appointments (please don't schedule one appointment for both your business and personal return, it isn't enough time for him to complete both and sets him back on his other appointments). Keep in mind the due date for corporate returns is March 17th and it needs to be completed before we can complete your personal return.
All appointments are subject to a 15 minute reschedule time, in which case you will receive an e-mail confirmation notifying you of the change. For example, you chose your appointment to be on 2/24/25 at 1:00pm, but it conflicts with another appointment time, we will automatically adjust your appointment to be on 2/24/25 at 12:45pm or 1:15pm.
Completion of your tax return at your scheduled appointment is dependent on whether you have all documents needed. To ensure completion, please read through our checklist to make sure you have everything you need at your appointment. Checklists can be found on our website (www.roybaltax.com) under the "Forms & Links" tab.
If you are Dropping Off, Uploading via Client Portal, or Picking Up, you do not need an appointment.
The Drop off deadline, to guarantee completion by the due dates of 3/17/25 (for corporate returns) or 4/15/25 (for individual returns) are as follow:
February 17, 2025 for Corporate/ LLC returns
March 22, 2025 for Long Form Individual returns (you file a long form return if you own property).
OFFICE HOURS DURING THE MONTHS OF MAY - JANUARY 19, 2025:
Monday - Thursday: 10:00am - 4:00pm
Friday - Sunday: CLOSED
Our office will be closed during the weeks of:
April 16, 2025 through May 5, 2025
November 21, 2025 through December 1, 2025
December 18, 2025 through January 7, 2026
OFFICE HOURS AS OF JANUARY 20, 2025 THROUGH APRIL 15, 2025:
Monday - Friday: 9:00am - 7:00pm
Saturday: 10:00am - 4:00pm
Sunday: CLOSED/ By Appointment Only