The federal government and all state governments have extended the filing status to July 15, 2020, for the 2019 income tax returns. This may be extended further.
We are back to non-tax season hours. Monday through Friday from 9 am until noon and Monday through Thursday from 1 pm until 6 pm.
To keep everyone safe, we no longer offer in-person meetings. Meetings are held via telephone, FaceTime, Zoom, or Skype. To take advantage of that offering, we would ask you to call the office at 704-583-9090 and schedule that meeting.
If you have yet to drop off all your required information, we want to remind you that we offer the option of sending your documents electronically to us via Sharefile. Sharefile is a portal run by Citrix, which is secure. You can also send it to us via mail, courier, or just drop it off. All papers received by the office will sit for five days before we touch them.
When the return is completed, you will have to pay for your tax return before the review, and then we will send it to you via a secure portal. If you want the paper copy, we can mail it to you at no extra fee or we can Fed-Ex it to you for a $20 fee, just let us know. Carol will then call, FaceTime, Zoom or Skype you at the appointed time and review the return as she has always done. Sharefile allows for the electronic signing of the electronic tax forms.
Thank you for your understanding during these unsure times.