*OFFICE HOURS*:
*February 1 to April 15*: We are available from Noon until 7 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 our 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 ). For business returns we will accept 50% up front and the remainder of the fee when the return is completed by us.
Returns not picked up within 30 days of completion face the risk of losing all discounts originally offered.*
We accept cash , checks and credit cards and automated clearing (ACH). 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 discounts 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. There will be a Bounced Check Fee of $25 assessed.
*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 508-630-9008/401-537-9182 so we can determine next steps and call us to let us know to expect a copy of the letter
