Client letter

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Happy 2024! I am so excited for this upcoming tax season!

This letter will give you all the information needed for us to be on the same page when you call or arrive at the office.

Because of your referrals, we keep growing! Thank you for the trust you place in me year after year. We are changing things up a bit to help me be most efficient and effective in providing the best service I can while keeping your tax preparation as painless and fun as possible.

As many of you know, last year we ran out of in person appointments. In the hopes of seeing more of you this year we are planning to move most March and April preparation appointments to review appointments.

Review appointments are designed to have the tax preparation finished before we meet. Each appointment will take less time but is more efficient in how we spend our time. For this to happen we need your documents before your appointment. About 2 weeks after we have your documents we will call and schedule a time to review your prepared return. My goal is to schedule your appointment within 3 weeks of your drop off. These appointments will be about 15 minutes long and allow me to chat with each of you, answer questions, and provide tax advice on your return. If your time, geography, tax return complexities, or personal preference dictate we will have some preparation appointments available. 

If you are a client with brokerage statements, often not received until mid-March, please drop off or upload all other documents with a note to hold for your brokerage statement. This will allow us to prepare your return to the point of adding that final document and hopefully, allow us to file your return by the April deadline.

If we receive your documents after March 14, 2024, it is likely we will need to file an extension on your behalf. PLEASE note, an extension is an extension of time to file, not an extension of time to pay. If you believe you will owe federal or state income tax, I recommend making a payment when the extension is filed. If your documents are received after March 14, 2024, we will not be able to estimate your taxes due. 

Tax documents can be:

1)  Dropped off during office hours (no appointment is necessary) 

2) Dropped off using the mail slot during non-office hours

3) Uploaded to your secure portal which will be linked to your personalized organizer. Please watch your email for a personalized e-organizer to help you with collection of tax documents. If you do not receive an email from us by January 22, 2024, and you would like an electronic organizer please call or email the office to provide your email address. (After uploading ALL documents please email info@boschtaxservices.com to let us know you are ready for us to prepare your return). 

4) Mail documents to the office

5) Call or email to schedule an appointment for preparation (see note about preparation versus review appointments)

Once we have your documents, we will begin preparation. We are usually on a 2–3-week delay from receipt of documents to review, signature, and efiling. 

Office days/hours

January 22-April 15, 2024

Monday- THURSDAY 9am-6pm 

Wednesday 9am-7pm.

Other times available by appointment.

As always, we will be closed on Cincinnati Reds opening day scheduled for 

Thursday, March 28, 2024.

In lieu of intake forms we are asking you to let us know if you have had a change in phone number, email address, home address, or dependents. If you are a prior client and do not have those changes, we will not need an intake form.

I have staff members to aid in the processing of documents and signatures. Sydney has been with us since 2020 and is studying for her enrolled agent exam. She will be continuing to do data entry and helping manage logistics (phone calls, scheduling, gathering signatures, taking in dropped off documents, all the comings and goings of the office). Other part time staff members are also on site to help with logistics of documents, scheduling, etc. 

If you have read this much thank you…if you’re looking for the end of the letter you have arrived.

I am looking forward to working with you again this year! 😊 

Talk with you soon,

Susan