Dear Clients,

Happy New Year and here we go for 2023 taxes!

Ron and Rick continue to see clients in the office for tax preparation appointments, though we are very happy to offer the option of meeting via Zoom video conference or teleconference. You might even find it most efficient to mail, fax, or e-mail us your tax information, in lieu of having a scheduled appointment.

We encourage you to make your appointment right away, even before you receive your tax documents. We have appointment availability the following times, starting on February 1st.

Full article @ IRS website: IRS Urges Public to Stay Alert for Scam Phone Calls

​The IRS continues to warn consumers to guard against scam phone calls from thieves intent on stealing their money or their identity. Criminals pose as the IRS to trick victims out of their money or personal information.

We take the security of your personal information very seriously. Our office is under 24/7 video surveillance. In addition to locking our office when we leave, the wing that contains our suite is also secured after hours. On weekends the building is secured with locked gates. Within our office, the file cabinets are in a room that we lock when we leave. The cleaning crew does not have a key to this locked room.