Some Things To Keep In Mind When Making Your Appointment

~Please drop off, email or mail your tax paperwork prior to your appointment.

~If you cancel your appointment less than 24 hours in advance, you will receive a $53.00 “No Show” fee.

~Clients not arriving on time for their appointment will be charged a fee of $27.  Those not arriving within 15 minutes of their appointment time may be required to reschedule and be subject to a $53.00 fee.

~If you contact our office to schedule an appointment or drop off your tax documents without an appointment after 2/25/2022 (for business taxes) or 3/25/2022 (for personal taxes), you may be assessed a late fee of $53.00, $80.00 after the 5th of the month, $106.00 after the 10th of the month; or receive an automatic extension at our discretion. Tax information dropped off after 4/1/22 are not guaranteed to be completed by 4/18/22.  An extension will be filed if time or lack of information does not permit completion.

~1120S/1065 Corporations & Partnerships – your tax returns are due 3/15/22.

In preparing for tax season, please make sure we have your updated contact information.  You may call (262) 235-4250 or email to give us your current phone numbers, address, and email address.

Prior to coming in for your appointment, PLEASE OPEN & DISCARD ALL ENVELOPES!  This not only will save us time and keep appointments on schedule, but will keep costs down.

*Please bring any forms received regarding the Economic Stimulus Payment(s) and Child Tax Credit. You will need to provide us with the $ amount you received from any payments received in 2021.*

**Please bring ANY 1095 forms you receive to your tax appointment**