Please give us a call and schedule an appointment.
Our appointment book for Tax Season opens the Monday after Thanksgiving every year.
We mail all of our clients a tax organizer, which should be very helpful in planning what to bring. Some highlights of what to bring to an appointment include, but are not limited to:
Please remember that the IRS will never initiative contact with you by phone or e-mail. If you receive a suspicious phone call or email, do not provide any personal information and report it to the IRS. Below is some important information that the IRS provides regarding these types of communications:
If you receive an email claiming to be from the IRS that contains a request for personal information, taxes associated with a large investment, inheritance or lottery:
If you receive a phone call from someone claiming to be from the IRS but you suspect they are not an IRS employee:
If you receive a letter, notice or form via paper mail or fax from an individual claiming to be the IRS but you suspect they are not an IRS employee:
If you receive an unsolicited fax, such as Form W8-BEN claiming to be from the IRS, requesting personal information:
If you receive an unsolicited telephone call or email, involving a stock or share purchase, that involves suspicious IRS or Department of Treasury documents such as “advance fees” or “penalties”:
If you discover a website on the Internet that claims to be the IRS but you suspect it is bogus:
If you receive a text message or Short Message Service (SMS) message claiming to be from the IRS: