We Love Our Clients!
Your file folder will contain your tax return. These are very important documents. Equally important are documents that contain information about your income, allowable deductions, and dependents, as well as other official papers that can affect the amount of money you owe the IRS, or the amount you are entitled to receive as a refund. Keep this folder and its contents intact and in a safe place.
It is generally recommended that you keep tax documents for at least 7 years, although you may choose to keep them longer.
WE’RE HERE FOR YOU ALL YEAR!
If you filed with us we will give you a copy of your tax returns for up to three years prior when you need them for a fee.
We will examine or amend your returns if you think someone else did them incorrectly and you may possibly get more money back.
We can file prior year returns for up to three years back, for a small filing fee.
Even during the summer you can reach us when needed. Just call 787-1040 and you will get an appointment to come in and talk to us or pick up copies or contact us using our convenient contact form.
Notice of Privacy
We collect non-public personal information from the following sources:
- Information from you on the Client Info Sheet and other forms
- Information received through discussions with you
We do not disclose any non-public personal information about our customers or former customers to anyone, except as described below or otherwise permitted by law.
We restrict access to non-public personal information about you to those employees who need to know that information to provide the service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guards your non-public personal information.