As of today, May 21, 2020, Governor Whitmer has allowed us to open up using strict guidelines. For your safety and mine, everyone will be required to wear a mask, even though we have a plexiglass barrier on the desk. The office will be thoroughly cleaned in the morning and periodically during office hours.
In order to comply with the mandate that we keep visitors to a minimum we will be by appointment only and will try to be sure to leave ample time even if you are only picking up your tax return.
The office hours are listed to the right and are in effect until June 30, 2020. We will then be starting our summer hours and will update this web page accordingly.
I realize that everyone has until July 15 to file their tax return, however in an effort to ‘encourage’ everyone to get them done before my summer is completely gone – there will be a price increase going into effect June 30. Remember if you owe, the payment isn’t due until July 15, the tax return can be filed before then. I appreciate your cooperation with saving part of my summer!
The pandemic has been a learning experience to say the very least! We have learned to utilize the technology at our disposal more effectively than ever before and will continue to offer remote tax preparation as yet another way to get everything done. The drop box in the back of the building will continue to be another way for you to transfer documents to us and there is always the US Post Office (CTS-Tax PO Box 283 Gregory MI 48137), Email (firstname.lastname@example.org) or electronic transfer (call us and we will set you up with a secure folder to transfer your data). No matter which method you prefer, remember to include your phone number so we can call you with questions.
I don’t believe that the virus will be going away completely and will probably rear its ugly head again next flu season (even though I am praying I am wrong) and we need to be prepared. I want to thank you for your patience and support while we worked through everything.
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.