Client Update Information – January 16, 2024

Drop Off Information:
The outside glass doors of the Saxon Square building are open 6am – 7pm seven days a week. If you are
choosing to drop off after office hours, we have a client drop box to the right hand side of the office
door. Above the client drop box, we have a wall hanger with large envelopes to put your items into. You
can do this anytime the building is open and our office is closed for the day.
Administrative Items:
  • Changes – Please let us know if there are any changes to your Address, Marital Status or
    Dependents, for the 2023 tax returns.
  • Payments – We will continue to utilize ACH as the preferred form of payment at time of pick
    up. Cash and Checks are also accepted. There is a 4% fee for any credit card transactions.
  • Client Organizers – are a helpful tool to prevent missing items on your tax return. It prompts
    you to make sure we receive all of your tax documents. Please contact us, if you would like a
    Client Organizer mailed to you.
  • Pick up/Drop off – We will be utilizing Tuesdays and Thursdays as pick up days.
  • Copies of prior year returns – Due to the high number of requests for prior copies of tax
    returns, there now will be a charge of $50 per year, requested.
  • Rush requests – additional fees will apply If you need your return completed in an ASAP
  • Status of refunds – We cannot provide a status of your refund for Federal or State. For Federal (search on “where’s my refund” if it isn’t on the home page). For State, see each
    of their respective websites.
  • Extensions – All individual returns not completed by March 15, 2024 will automatically go to
    extension. We will continue to work to make sure that the return is completed by April 15,
  • Notables – These are notables that are usually forgotten: 529 contributions, QCD (qualified
    charitable distributions), HSA information (5498 and 1095A) and Michigan property tax
    valuation form. Redoing or amending a return because of a missed document will result in
    additional fees.
  • Estimates – If you made estimated payments for 2023, PLEASE provide dates and amounts of
It is our pleasure to have you as a client and we will do our very best to give you the best service
Thank you!
Jason, Trish, Sue, and Dave