Process oriented. To deliver exceptional client service, we adhere to a well-defined service schedule between November 1 and April 15. When we work in unison with our clients, it helps us focus our time and energy to deliver proactive tax planning and accurate tax preparation services. This helps us maximize the value of the various services we deliver to our clients throughout the year.

Scheduled service windows. To be at our best for our clients, we deliver services according to the following service schedule:

Tax Planning Season (November 1 - January 31)

• What we do: Client meetings, tax planning, and financial collaboration

• Plan for tax season - identify tax savings opportunities, discuss year-to-year changes, and identify tax preparation work that can be done before tax filing season

• Collaborate on tax and financial goals during the annual check-in meeting to help us make sure you are on the right tax and financial path

Tax Filing Season (Feb 1 - April 15)

• What we do: Tax return preparation and filing only

• No client meetings - by scheduling client meetings to occur before Tax Filing Season, we can:

  • Identify tax savings opportunities proactively and before it’s too late

  • Identify potential issues well ahead of tax filing and payment deadlines

  • Remain laser-focused on completing returns accurately during Tax Filing Season, our busiest time of year

Other Key Dates:

• Feb 1 - Cutoff date for tax document upload to have tax return completed by Apr 1

• Feb 15 - Cutoff date for tax document upload to have tax return completed by Apr 15

• Note - All clients uploading a final tax document after Feb 15 will receive an automatic extension of time to file until October 15. Clients who would like assistance with calculating an extension payment must work with us during Tax Planning Season.