We are scheduling appointments now through March 20 for tax season. You can set an appointment up today with Mimi and Jackie by calling us at 706-632-7850 or emailing our office manager Kimberly Mortimer at email@example.com.
It is important to contact us as soon as possible to setup your appointment:
March 1 deadline for meetings and document drop off: S-Corp/Partnership Tax Returns to file by March 15 (without extension).
March 20 deadline for meetings and document drop off: Personal, C-Corp, Trust, and Sole Proprietorship Tax Returns to file by April 18 (without extension).
You may bring in your paperwork to our office during regular business hours or drop it off in our after-hours drop box out front. To make sure you provide everything we need, please use our 2022 Tax Preparation Checklist (Personal and/or Business). Just click here to download and print out:
2022 Personal Tax Preparation Checklist
2022 Business Tax Preparation Checklist
Please note that most financial advisor companies are not issuing 1099 forms until February 15 or later. It’s OK to drop off everything else and just send us any lagging paperwork as soon as you receive it.
If you have any questions, please call us at 706-632-7850 or email our office manager Kimberly Mortimer at firstname.lastname@example.org.