Thank you for being our continuing client. Our goal is to complete your return within 10 days after we receive your info.
Our nephew Andrew is assisting us with tasks, such as making appointments. We will be scheduling appointments during the following times: Monday, Tuesday and Wednesday from 10 am until 7 pm and Saturday from 9 am until 2 pm. When you call for an appointment, please let us know if it is for investments or taxes, so we can schedule you accordingly.
Please contact us to set up an appointment once you have printed off your checklist from our website and gathered all of your necessary documents. The checklist is on our website.
This what to bring checklist will help you get the maximum deductions possible and will eliminate follow-ups for missing/incomplete data. Here are some actual examples of tax savings achieved by clients who have used the checklist:
Since I am no longer working in Boulder, we ask that you meet us in our home office. We are 15 minutes from either Longmont or Fort Collins. However, we are planning to make a trip to IBM and will also make a trip to the Denver area.
When your return is finished, we will e-mail, fax or mail your e-file permission forms and an invoice to you.