Think Outside The Block!

Randyís clients for 2022:

SM

 

Due to recent medical issues, Randy does not plan to be available for tax appointments until March 1. This may change, and if so I will update this information at the appropriate time. Consequently, Randyís clients will make their appointments, as described below, according to when the appointment is made; i.e. from the end of January through the end of February or from March 1 through the end of the normal filing season.

 

 

From end of January through end of February:

 

This time span affects about 50 clients. If you make an appointment during this time, you will email me at randy@summittaxsolutions.com. I will respond to your email as soon as I am able. I will decide who you will meet with. It will either be a face-to-face appointment with Jeremy on a Thursday or a drop-off with Loretta Bike, LTC, EA who has graciously offered to help out for the month of February only. This is what you can expect:

 

Jeremy Hawkins: If I inform that Jeremy will prepare your returns, I will provide you his email address and you will contact him directly to make your appointment. He is only available on Thursdays. Do not wait until the last minute to set this up. If you do, we may not be able to do your returns this year.

 

Loretta (Lynn) Bike: I will inform you if Lynn will prepare your returns. Lynn plans to be in the office on Wednesdays and Fridays. Due to health safety concerns, Lynn will take drop-off clients only. I will inform you of your assigned appointment date. You should plan to drop off your documents on Wednesday or Friday before noon. The documents you drop off should be complete and in a file folder. I will place a file basket, appropriately indentified, on the counter above the fire extinguisher, near the first internal office door. Make sure you include your best contact phone number and email address. Lynn will contact you if she has any questions. When your return is complete, Lynn will meet with you briefly to go over the return, provide you a copy with your source documents enclosed, and collect payment for her services. Please make sure you wear your mask while in our office.

 

Have us file an extension: Extensions are electronically filed at no charge. It is important to know extensions are a 6-month extension to file and NOT an extension to pay any tax due. An extension will give me ample recovery time to prepare returns as I am able to.

 

Request a Referral: If you wish to have your tax returns prepared elsewhere, we can provide name(s) and contact information of other known and very skilled practitioner(s).

March 1 to end of normal filing season April 15:

 

This time frame effects the bulk of my clients. If I am physically able to start work at a sooner date, I will certainly do so. I plan to be in the office as much as possible; however, initially I will limit my appointments to 2 per day. If I can do more, I will. This work load is considerably less than what is typical for this time of year as I often meet with 6 or more clients per day.

 

Appointments will be made in the usual way by phone. If you canít make your appointment it is unlikely we will reschedule. At this point your options are to file an extension or request a referral; cf. above. In the past we have been happy to accommodate cancellations and/or no-shows; this year, no. Some of my clients will see me and some will schedule on a Thursday with Jeremy. If it is the latter I will provide you with Jeremyís email address and you can contact him directly.

 

If I am unable to schedule an appointment, you have 2 options as described above: have us file an extension or request a referral.

 

I sincerely apologize for any inconvenience this situation may cause you. Please know I will do everything in my power to ensure your tax returns are prepared in a timely manner and with the level of expertise you have grown accustom to. I value all my clients and treasure the relationships we have forged over the years; it is you that have made my efforts meaningful and enjoyable. Hopefully, this situation is only temporary, and what we need to do is get through the 2022 tax year the best we can. Thank you for your patience, understanding, and prayers, if you are so inclined.