July Office Relocation

July Office Relocation: What You Need to Know

In July, we relocated to the Second Floor of our Phoenix Office. Our offices were temporarily closed during this upgrade.

What does this mean for you?

  • For all accounts with tax returns not completed by June 30th, we placed your account on hold during the month of July

  • We started responding upon our return August 5th, to any messages sent during this time in the order they were received.

  • Please send all inquiries through our Client Portal, TaxDome, through the chat feature.

For our business clients who filed an extension:

  • The IRS deadline for extensions is September 15th. We request that all needed information be submitted by August 25th.

  • Please reference our instructional video on the small business tax preparation process: Small Business Tax Preparation Process

  • Corporate Transparency Act Filing (BOIR): If you are a business, please follow this link to learn about how the Corporate Transparency Act affects your business.

For our individual clients who filed an extension:

  • The IRS deadline for extensions is October 15th. We request that all needed information be submitted by September 25th.

  • Please reference our instructional video on the individual tax preparation process: Individual Tax Preparation Process

Mid-Year Tax Checkup Services:

  • For clients interested in our Mid-Year Tax Checkup services, we will be preparing them during the month of June. If you want to know where you stand with your tax refund or tax balance by the end of the year, please let a team member know and we can send you the next steps.

  • Here is a video on our Mid-Year Tax Checkup service: Mid-Year Tax Checkup Service