Your loyalty and patience during 2023 has been so appreciated. Starting my 42nd tax season on a positive note. To accommodate all clients, we have decided to maintain a hybrid between in person and virtual/zoom. Reflecting on how much things have changed - carbon paper/ write out to virtual electronic signatures - YIKES.
PLEASE NOTE MY NEW MAILING ADDRESS IS- this is a mailing address only:1643 Warwick Avenue PMB 146, Warwick, RI 02889. A local client has agreed to maintain a lockbox at her conveniently located business (272 Pettaconsett Ave, Warwick, RI (Near Greggs).
Most of you have indicated that going virtual and paperless has been more convenient. We are implementing a streamline approach to the virtual appointments. Since we have grown “old” together, I know some of you would prefer a return to in-person appointments. To accommodate you all – I have split the week with different types of appointments. YOU DECIDE which you prefer! Accommodating you remains my number one priority.
Choose your type of appointment and a date/time that is convenient for you.
Effective January 1, 2023, we can only accept documents on our secure portal. This is for your protection and is required by the IRS. The secure portal is simple to use. PLEASE USE OUR SECURE PORTAL https://allabouttaxesri.taxdome.com/ TO SECURELY AND EASILY SHARE DOCUMENTS WITH US. We are not allowed to accept documents through text or email. However, do not stress about the portal - we can scan the documents for you.
Virtual appointments can be by facetime, zoom, Viper, or a phone call. If you prefer a virtual appointment you can scan your documents into the portal, drop them off, fax, or mail them. In person appointments will be located at my home office in WARWICK.
Thank you for your continued patience, support, and trust - Happy New Year - 2024 will be the BEST year yet!!!