Please DO NOT send in tax data piece by piece. Please compile your data completely, then submit the completed data. If you anticipate late K1 forms arriving after April, please submit your data as complete as possible.
We require a valid credit card on file for all tax returns.
We are unable to begin processing your data until we have each of the following:
- completed required office forms (including Engagement letter and form 8879)
- a valid credit card on file
- your completed tax data
If you wish to know how much money to send with your extension, we MUST have your completed tax data NO LATER than March 5, 2025.
We cannot compile tax projections for the April 15 deadline after March 5, 2025.
Please contact the front desk to make appointments with Tim or Janie; they do not book appointments themselves.
We prepare returns in the order received.
We will accept extension data until March 31, 2025, ONLY. We cannot guarantee the timely filing of an extension on data received after April 1.
Completion of returns by April 15 is dependent on our office receiving complete information from you.
>>> 2025 Client Package
(use for 2024 individual tax filings)