Happy new year! I’m looking forward to working with everyone this year.
I will not be having in person appointments this year. I will be offering new preparation options this year.
Anyone who took an early distribution from retirement in 2020 under the special Covid rules should wait until Feb 18th to schedule – The IRS has not produced the necessary forms yet. This makes it impossible to finish returns until the forms are finalized.
Scheduled Zoom Appointments
Schedule a Zoom call as you would a regular appointment. The only difference is I will need your documents at least two days in advance. Documents can be dropped off through the mail slot at any time. They can also be mailed to the office. Additionally documents can be submitted online through Intuit Link.
If I do not receive your documents in advance, I may have to reschedule your appointment. I need to review them beforehand in order to maintain my time schedule.
Remote appointments will have a scheduled preparation time but will not have a Zoom component. Documents should be submitted at least two days in advance of preparation time. Documents can be dropped off through the mail slot, mailed in, or submitted online through Intuit Link.