Got questions about what we need from you to prepare your tax return or your year-end tax plan? Or how to use our suite of technology tools?
Perhaps you'd benefit from a walk-through of SmartVault, our client portal?
Ask Shelly, our Education Director, during drop-in Virtual Office Hours. These are scheduled for most Thursdays, 1:00-2:00 p.m., during the spring tax season and occasional Thursdays thereafter. Drop in when it's convenient for you and get one-on-one guidance.
All office hours run from 1:00-2:00 p.m. (Pacific Time)
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UPCOMING:
Thursday, November 7th
Thursday, November 14th
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PAST DATES:
Thursday, January 25th
Thursday, February 1st
Thursday, February 8th
Thursday, February 15th
Thursday, February 29th
Thursday, March 7th
Thursday, March 14th
(prior to March 18th internal tax data deadline)
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Thursday, May 23rd
Thursday, June 6th
Thursday, June 13th
(prior to June 17th internal tax data deadline)
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Thursday, Aug. 1st
Thursday, Aug. 8th
(prior to Aug. 15th internal tax data deadline)
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Thursday, Sept. 5th
Thursday, Sept. 12th
(prior to Sept. 16th internal tax data deadline)
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Thursday, Oct. 24th