January, 2024
Two options to have your 2023 taxes completed this year.
In-Person Appointment. Call to arrange for a date and time to come into the office and have your returns completed. Appointments are on the hour from 9 a.m. until 7 p.m.
Drop-Off. Send your tax documents to me via:
- Drop-off in 24-hour secure drop box on the east (Post Office) side of the building,
- USPS mailing,
- scan & email, or
- fax.
Your taxes will be placed in my schedule on a first come basis. If requested, we’ll let you know the approximate date. You will be contacted when returns are complete. This was the procedure last year.
Key items for your tax preparation:
- Please review the 2024 checklist under the Downloads tab above.
- If you are self-employed or have rental properties be sure to document your income and expenses. Many checklists can be found under the Downloads tab.
- Extension Policy. Tax returns are due April 15, 2024. If you either drop-off your documents or call for an appointment March 15th or later, you will likely need an extension filed. There is an additional $25 fee for all such extensions.
After the tax season my usual day in the office is Mondays. Otherwise, your calls and emails will be answered within 2 business days.
As always, anything else can be arranged. I live within 5 minutes of the office (have you heard my Neil Young story?) and I am only beholden to Harley the Beagle.
Call or email any questions.
Thank you!
John (Jack) Alsen