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To My Clients and Friends

Now that I'm in Arizona full-time, virtual appointments and your ability to operate and utilize Drop-Box and Docu-Sign are crucial. As soon as you begin receiving your tax documents, please upload clear and readable scans to your 2023 Drop-Box Folder. My website is complete with organizers, lists, templates and spreadsheets to help you. 

The 2023 Tax Return Calendar Schedule is open 60 days out. We ask that you please be as prepared as possible for your appointment with all necessary tax documents uploaded to Drop-Box at least 2 days prior to your appointment date. We appreciate your allowing us the chance to review and prepare.

The majority of you will be booked as a Remote appointment on Zoom. I am expecting very few available In-Person appointments this season and am booking those appointments only for the people that I know need them. 

My little tax practice has grown tremendously over the last four years, and I wanted to thank all of you for your support, referrals, and patience during the growth. In that light, I am asking that you suspend all referrals. We are currently NOT taking on new clients. My biggest fear is that this growth will continue and will ultimately diminish my ability to service all of your accounts. 

The best way to reach me during the off-season is by self-scheduling a time with me on my calendar. Even if it is a "quick call" it may require follow-up on my end and that's what the scheduled block of time will be used for.  

The IRS is raising the interest rate on estimated-tax underpayments. As of October 1, 2024, taxpayers who under-withhold, or small-business owners who fail to make payments on a quarterly basis, will be charged 8% interest, up from 5%.