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Letter from our firm
Dear Valued Client,
During the unprecedented public health emergency surrounding the COVID-19, I want to keep you informed about our plans to keep our operations running with minimal disruption.
Operations – Here is the latest on our operations for tax season:
We will not be taking any in person meetings or appointments.
All communications will be by phone, email or Zoom.
Providing us your tax information:
You can upload documents securely electronically. Call our office or email Jean Swary at firstname.lastname@example.org and she will provide you with a secure link for the documents to be uploaded.
You can mail your documents to the Defiance office.
317 Jefferson Ave, Defiance, OH 43512
You can drop off your documents at one of our locations:
There is a drop slot beside the employee back entrance in Defiance or a drop box located in the alley at the Ottawa location.
You can drop off during business hours at the Hicksville office location, 103 E Hight Street. This office is open weekdays between 8am and 4pm.
What can you do to help us provide you with the best service possible?
Fill out your organizer as thoroughly as you can, make sure you have read and signed your engagement letter, provide us with a copy of your updated driver’s license if you have had to renew in the last 12 months.
Be as organized as possible and make sure you have everything gathered before you send anything in.
Keep roughly your same routine even though we are not meeting this year. It is helpful to us for scheduling if you provide us with your information approximately the same time as you have in the past.
Make sure that we have you and your spouses if applicable updated email and check out our website, Facebook, and your email for updated information.