Covid-19 Policy & Procedure
1. Please call or text us at 413-210-0102, or visit our website, to schedule a time to drop off your tax documents; or you may scan and upload them to our secure web portal. Please include health insurance forms (1099-HC, 1095-A,B, or C), and, for new clients, copies of the previous year's returns.
2. Please call or ring the bell when you arrive; we will come down to let you in. Please limit office visits to no more than fifteen minutes, bring no more than one person with you (excepting immediate family members); masks to be worn and social distancing maintained.
3. Please note that for safety reasons we cannot prepare returns “while-you-wait.” This policy also allows us to provide you with the best quality and most economical service.
4. When your tax returns are ready we will call to discuss them with you, and schedule a time you to come in and sign them. All clients will be given a fresh pen, and contact surfaces will be disinfected between clients.
5. Payment is due upon delivery of your returns. We accept cash, check, and all major credit/debit cards, both in the office and on the “Payments” page of our website.
6. Returns will be held two hours (or longer by request) before filing so that you may have time to fully review them at home, and contact us with any questions or concerns.
Today | By Appointment |
Due to the current public health situation, our office will be available by appointment only. Please see our Policy and Procedure section above.
Holyoke Tax Service Privacy Policy. Maintaining the strictest confidentiality is a guiding principle of our business. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, including banking and credit card statements, and other forms, as well as interviews and conversations with our clients and associates. Under our policy, all non-publicly available information we obtain about you will be provided by you or obtained with your permission. This privacy policy applies to all personal information collected by us, including any you may provide us through our website (www.HolyokeTaxService.com).
Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except as required to the taxing authorities and our software provider in the course of return filing and representation, or where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. We ask that, to the greatest extent possible, all electronic exchange of documents be through our secure web portal. Please contact us at 413-210-0102, or email dave@holyoketaxservice.com, with any questions regarding our privacy policy
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