The 2025 tax season is upon us...
Hello and Happy New Year!
We wanted to send a letter to thank you for letting us do your 2024 taxes! We hope you had a good experience and that you'd like us to prepare your 2025 taxes as well. If you are a new client, thank you for allowing us the opportunity to serve you.
Due to a busy season of our lives, we wanted to let you know that there will be a delay in tax completion on our end this year. Please expect 2-4 weeks for your tax return to be completed. Given that delay we totally understand if you decide to switch to a different provider. In addition, starting this year, we will no longer be accepting submitted tax return information after March 31st. If your tax documents have not been submitted to us by March 31st, we kindly ask you to find another option for your taxes and are happy to provide any previous year tax information needed.
If you are interested in having us prepare your 2025 taxes, please fill out the intake form to the best of your knowledge. Gather the associated tax documents required for completion of your 2025 taxes and either hand-deliver, email (make sure it's encrypted) or upload to our website. If you are a new client, please send a copy of your 2024 tax return as well.
If you have any questions concerning your taxes or the attached form, please email us and we will be happy to help you!
Gregory Folta, CPA
Lauren Jasper
Tax Pitch