Painless and fun tax preparation and planninG

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• Mail in
• Drop off in person during office hours.
• Online portal allows clients with time constraints or geographic limitations to electronically submit documents.
• Once we have your documents-await our call or email with questions/concerns or to let you know your return is complete (2-3 weeks after receipt of documents) After completion you will have the opportunity to schedule an appointment to review your return.
• Call or email to schedule an appointment

What do you need? If you are a new client we would like your last 2 years of tax returns for review and comparison as well as your current year's documents. This includes but may not be limited to: W2s, 1099s, interest income statements, dividend statements, profit and loss statement for your business, student loan interest, mortgage interest, property tax statement, charitable contributions, verification of your dependents, unemployment income statement (form 1099G), etc. We also request your driver's license information.

How do you want me to get my documents to you? You get to decide. We prepare hundreds of returns every year. You have one. As long as we receive your documents and you respond to our correspondences so we can finalize your return you can mail, drop off, upload to the client portal, or schedule an appointment. It is best to select one method to ensure we see all documents needed for your tax situation.

What do I do if I receive a letter from the IRS? Call, email, or text Susan to let her know. That's why she's here.

  NO APPOINTMENT IS NEEDED FOR DROP OFF OR PICK UP during regular business hours.

If you have dropped off your documents and are waiting for them to be completed: upon completion we will call and let you know. At that time, we can send the documents for electronic signature, send them back to you via FedEx for your review and signature or, you can to come to the office. When you arrive at the office  come in to sign your efile signature pages and receive a copy of your tax returns and your original documents. 

The federal deadline for filing and paying balances due is April 15, 2025.

January 27-April 15, 2025 Monday-Thursday 9am-6pm Saturday 10am-3pm.. Closed Sunday and Friday.

Should you need assistance when office hours are not in operation I can always be reached via email, text message, or mobile phone. 

" Susan Bosch is the kind of professional you always hear about but never get to experience in person." ~Nathan

"Professional, efficient, and extremely thorough. From the first time we spoke I was certain that Susan Bosch was the right advisor for me. She makes the entire process convenient and with her expertise I am confident that the work is done right and my return is  maximized. She went above and beyond to ensure that I understood everything and gave me all the information I needed regarding tax implications when I had to make personal financial decisions.I recommend her to all of my friends and family." ~Sara