Happy New Year!

I missed you all so much this year! But we do have to hang in there for another tax season, and work together remotely.

We can do this in three possible ways:

You can call me when you are ready and I will send you an Intuit Link invitation and a request for your papers. This is a secure way to send your documents online. You will need to scan and send me .pdf files of all your tax documents along with a totaled, itemized list of your expenses. It is now the law: only send personal info by a secure link, not by email.
You can call me and let me know that you are mailing me copies of all your tax info and expenses via USPS Priority Mail.
You can call me to schedule a time to drop by my apartment and leave me copies of all your tax documents and your deductible expenses.

If I am able to see some of you in person we must be very flexible and careful. Even though I am fully vaccinated, a breakthrough infection would force me to quarantine and cancel all appointments for at least ten days. Taxes are nerve-wracking enough for everyone involved. I’m not sure I want to put ourselves through all that.

Howard and Shikha will be back again this tax season, managing the office remotely, and – most importantly – keeping things organized!

Get more info in Appointment Prep and download pdf forms to help with your preparation.

This year I must receive all final tax information by March 31, 2022, in order to complete your return by April 15th, 2022. I accept cash, checks, credit cards and Zelle for payment.

All my best wishes for better 2022!