Due to the high volume of tax returns we process, we will no longer be offering tax appointments during the upcoming 2018 season. All tax clients will be moved to "mail-in status."
In early to mid-February, we will send you a return envelope in which you can send us your documents. This time frame helps ensure you've received all your necessary tax documents.
We are pleased to announce that Jim Heary will return this year to prepare all 2017 tax returns. Jim is a Certified Public Accountant with past tax experience at the IRS as a Revenue Agent and as a Tax Specialist with various firms.
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Please have your social security number or ITIN, your filing status, and your exact refund amount ready.
Due to the high volume of tax returns we process,
we will no longer be offering tax appointments during the 2018 tax season.
All tax clients will be moved to mail-in status. Our process will remain the same – you’ll receive your envelope in early to mid-February; Jim Heary will process your return; but instead of coming into the office, Jim will call you to review your return and answer any questions you have.
We’ll then UPS all of your documentation to you and provide a return envelope for the forms that require your signature. If you wish, you can stop in the office and sign your forms at the front desk instead.
We are confident this will make our process much more efficient and shorten our turnaround time.
We still want to see you for your annual review. However, now it doesn’t have to be during tax season. You’re welcome to schedule at the time of year that works best for you. We appreciate your flexibility and Jim looks forward to working with you again next tax season. As always, you can feel free to let us know any questions or concerns you have. Thank you!
If you have any questions, or would like further information, please call our office at (215)513-4330.