01/19/2022
Looking forward to our 52nd year.
We hope you and your families had a safe and enjoyable holiday season!
We do not anticipate another COVID extension of time to file again this year. Also, we want to remind you that Don is limiting himself to 6 or 7 clients a day no more 12-hour days. They were starting to take the fun out of TAX SEASON.
With all that in mind, it’s a good idea to schedule early!
Tax Season Business Hours
Mon-Fri: 9:00am to 7:00pm
Saturday: 9:00am to 4:00pm
Sundays: 10:am to 3:00pm
As always, we’ll accommodate special scheduling requirements.
With the new (2021) tax season upon us, we are confident out Tax Preparation Team is stronger than ever. Adolfo Yee, CPA will be preparing returns for his fourth year with us. He is easy to work with and knowledgeable, and I must admit that I rely on his research and computer skills
Remember that with the anticipated April 15th filling deadline, mail- in and drop-off tax returns should be received by March 15th. Please remember that we have a one-week turnaround for completion after receipt of all final information formation.
We continue to stress how important is for you to organize your information, documents and backup. Your being prepared, is the best way for us to minimize your tax liability.
Please use the enclosed tax organization or call us for your personalized and more comprehensive tax organizer. It will walk you through the tax return and important information.
Also enclosed is a $50 referral note. We appreciate your continued support and your referrals for both services: Bookkeeping/Accounting (Global Tax 360 & Consulting Services) and Tax Preparation.
Your referrals are very important to us and “We love sending out referral checks”.
We are open year-round, and we continue to offer these services in addition to Tax Preparation:
Don: Investments and financial Planning
Yesenia: Bookkeeping, Business Formation, Payroll, etc.
Adolfo: CPA (Financial Statements, consulting, full cycle accounting, tax planning)
To a safe, happy, healthy and prosperous 2022!
Thank you!
Sincerely,