Hey everybody!
Welcome to the upcoming tax season. With the introduction of the most complex and far reaching tax code changes in over 30 years, this season promises to be interesting and challenging.
If either you or your spouse are unable to attend the appointment please bring a signed copy of both the Federal and MA State e-file authorization forms and a copy of their drivers’ licence or state ID if we don’t have the ID already on file. You do not need to fill in the top portion of the forms.
Our online schedule will be live as of December 1, 2018 to book appointments with Raianne, Irina and Barbara, with whom most of you are familiar. Check the preparer profiles on the “meet the staff” page to pick your best match.
One notable change, and one I hated to make, was to limit my own schedule. Last years’ open availability became problematic early on, when my schedule filled up too quickly. Logistically, that meant I was working around the clock, but the rest of my staff didn’t start to get busy until mid season. With only 12 weeks to squeeze everybody in, you can see how that would be a huge problem. Soooooo…….if I’m the only preparer that you feel can handle your tax return, here’s what you need to know:
– I’m available Mondays, Tuesdays, Thursdays and Fridays from 8 am til 8 pm, Wednesdays from 8 til noon and Saturdays from 8 til 5.
– You must call the office and speak with one of us to schedule the appointment with me. (Raianne, Irina and Barbara are all still available on the online schedule).
– Each appointment is for a 45 minute session, which is 15 minutes longer than it has been in the past. Yay!
– The minimum fee for an appointment with me is $ 200. No exceptions. Appointments with Raianne, Irina and Barbara will follow a form-based fee structure, keeping most fees in line with last years’ prices. More information on that on the Fees page.
I realize this will upset some of you, and I sincerely apologize. With such a short business season, I’m forced to allocate staff resources as efficiently as possible. Thanks so much for your understanding.
On a brighter note, all of us here in the office have just completed our annual “tax school” and are ready to share our newly acquired knowledge. I’ll be updating this site over the next few weeks to share as much information as is practical to help you all prepare for the upcoming season. See you soon!
Warmly,
Robin
IF YOU ARE SICK ON THE DAY OF YOUR APPOINTMENT, PLEASE RESCHEDULE. ROBIN PERSONALLY GUARANTEES THAT YOU WILL BE RESCHEDULED WITHIN A WEEK OF YOUR ORIGINAL APPOINTMENT, OR AS SOON AS YOU ARE FEELING BETTER. BRINGING YOUR ILLNESS INTO THE OFFICE MEANS THAT YOU DIDN’T MISS YOUR ONE APPOINTMENT, BUT OUR STAFF MAY MISS DOZENS IF YOU LEAVE BEHIND YOUR GERMS. IT’S A BUSY TIME FOR US AND WE CAN’T AFFORD SICK DAYS. THANKS SO MUCH FOR YOUR CONSIDERATION!