We will no longer be accepting appointment requests via e-mail, as the amount we receive has become unmanageable. As a result, we now have a self serve online booking website where you can schedule your own appointment AS OF NOVEMBER 6TH AT 8AM (when our schedule will be live for you to book). 🙂 We have a few changes this year, so please read through before clicking the link at the end of this e-mail. As always, you do not have to have an appointment for us to complete your tax return; you are welcome to drop off your paper work at our office or upload your documents to the client portal at any time! We will call you with any questions that arise and once your return is complete. We hope you had a great year, and we look forward to seeing/ speaking with you this tax season!
IMPORTANAT INFORMATION BEFORE YOU SCHEDULE:
Bart does NOT take new clients for Individual/ Personal Income Tax Preparation, under any circumstance and he will not be taking appointments on Fridays or Saturdays for the 2024 tax season. His availability is limited so please only schedule an in person appointment if you have major changes from the year prior. 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 him to prepare after office hours and he will contact you with questions.
During tax season (January through April) we do not take in person consultation appointments. If you have a question or need consulting, please call our office to schedule a phone appointment.
As always, if you are unable to get the appointment of your desired date and time with your desired preparer, you have the option to file an extension and schedule your appointment after tax season (May through October 15th), or drop off/ upload your documents and we will call you to discuss your return.
There are 3 appointment options to choose from *FOR TAX PREPARATION ONLY*; 20 minutes, 30 minutes or 45 minutes:
20 minute appointments are for those who have a corporate return and need a quick meeting with Bart to drop off their Profit & Loss Statement and Balance Sheet for their company. You may also use this 20 minute time slot to schedule an appointment with Rochelle if you file a short form tax return. PLEASE do not schedule a short form tax appointment with Bart or Craig, they no longer prepare short form tax returns. (A short form is when you use the standard deduction and do not own property to itemize).
30 minute appointments are for those who file a standard long form tax return (i.e. own a home and itemize their deductions with property taxes/ mortgage interest), OR for those who file a short form tax return but have self employment income (i.e. wages are reported on a 1099 or you own a small business and are a sole proprietor and not a corporation). You can schedule a 30 minute appointment with any of our preparers.
45 minute appointments are for those who have any of the above plus 1 to 3 rental properties or a large Schedule C (self-employment earnings & expenses) OR for those who file a standard long form return but also bring their children's short form taxes to prepare. You can schedule a 45 minute appointment with any of our preparers.
If you are Dropping Off, Uploading via Client Portal, or Picking Up, you do not need an appointment. Our cutoff date to guarantee completion by the due date, is February 15th for corporate returns and March 22nd for personal/ individual returns.
IMPORTANT PRICING INFORMATION:
We appreciate our clients very much and have worked hard to keep our fees as reasonable as possible, especially when compared to our competitors. However, with inflation on the rise, it has impacted our software costs, our continued education and licensing fees, and the employment rate. As a result, we will be raising our tax preparation fees for the 2024 Tax Season. We hope you are able to continue doing business with us! Please see the "Pricing" tab for more information.
I'm sorry, I know that was A LOT to read! But we want you to be prepared for our changes and we appreciate your attention to these matters.
Here is the Link for our Online Scheduling! Once you press the button that says "Complete Appointment", you will not be able to make any changes and will have to call our office. Scheduling will open on November 6th at 8:00AM!
*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 2/24/24 at 1:00pm, but it conflicts with another appointment time, we will automatically adjust your appointment to be on 2/24/24 at 12:45pm or 1:15pm.*