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It's Time to Think About Taxes!

As in previous years, we encourage you to contact our office to schedule an appointment with one of our tax consultants. When making the appointment, please keep in mind the following:


TAX CLIENT INFORMATION SHEET


For your convenience you can download the Tax Client Information Sheet below, which must be filled out and submitted along with your tax documents. Please fill it out even if you have done so in previous years. This is to speed up the preparation process.




TAX CALENDAR & DEADLINES


We are pleased to share our 2021-2022 Tax Calendar, which you can download below and use as reference.



Also, please note the following important dates:


February 8, 2021 – Last day to submit all the information necessary for those tax returns that require accounting preparation and, also for pass-through entities. Any information submitted after this deadline will require an extension of time.


March 15, 2021 – Last day to submit all the information necessary to prepare individual tax returns. After this date, we cannot guarantee that the returns will be ready by April 15th, and they may require an extension of time.


PREPARATION PROCESS


It doesn’t matter the complexity of the tax returns, they will be prepared in order of arrival. This is why we encourage you to make an appointment as soon as possible.


To guarantee the continuity and quality of our services, we require the payment of our fees upon delivery of the returns.


Those clients who request their returns to be delivered by mail or special delivery services are required to complete a “payment authorization” and provide a credit or debit card.


For your convenience you can pay with Visa, Master Card, debit card, or online billing.


We look forward to do business with you!


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