*OFFICE HOURS*:
*February 1 to April 15*: We are available from Noon until 8 PM Monday through Friday. And Saturday from 10 AM to 5 PM.
*April 16 to January 31*: There are no official office hours but we are available by appointment afternoons and evenings.
*DATA DROP OFF*: Client can drop off data to our office during office hours.
*EXTENSIONS:* Your return data must be completed and in out office no later than March 31st to be processed without filing an extension. There are no exceptions.
*PAYMENT POLICY*: All projects are delivered COD. (All returns must be paid for in full before we will release a tax return and/or efile your return )
Tax returns not paid for at the time of delivery/interview/drop off will incur a billing charge of $25*. Returns not picked up and/or paid for within 30 days of completion face the risk of losing all discounts originally offered.*
*EARLY BIRD DISCOUNT*: There is a $20 early bird discount on all personal tax returns for which all the fees are
*paid in full* AND all the data is delivered before February 28
We accept cash , checks and credit cards. If you need us to HOLD your check, please let us know before hand. We offer this as a courtesy only for selected clients. We do not accept post-dated checks. We do not accept checks for which no funds are available.
*BOUNCED CHECKS*: If a check is returned to us, *we will be unable to allow any fee discount on the project and any coupons previously honored will be disallowed*. We must have the check for the corrected fee and bank charges paid in cash at our office within 5 business days from the date we are notified by the bank. After 5 business days if no contact or arrangements have been made, there will be a Bounced Check Fee of $25 assessed.
If you call us before our bank notifies us, you may be allowed to keep any fee discounts, per our discretion.
*COMMUNICATIONS TO THIRD PARTIES*: if you need your returns explained to a third party, like a mortgage lender, you MUST provide us with the contact name, company name, and phone number of that party in advance. We *can not and will not* speak to
*ANYONE* including the IRS, about your account unless we have your permission, Power of Attorney, or a subpoena!
*LETTERS FROM IRS OR STATE*: IF you receive correspondence of ANY KIND from the IRS or State revenue offices get these to us as fast as possible. Do not attempt to read the details over the phone to us. We need to see the actual letter. FAX this letter if possible to 508-630-9008 so we can determine next steps and call us to let us know to expect a copy of the letter
