Tax Preparation and planning services

Available by Appointment  

Tuesday–Wednesday, Friday........................8:30 a.m. - 8 p.m.
Sunday.........................................................................9 a.m. - 3 p.m. 

 
Policy & Procedure

 ***Revised 11/5/2020***  

While we strongly encourage working through remote means, and offer a secure web portal for that purpose, we remain fully committed to serving the essential needs of all our clients (current and potential). Therefore, in order to provide the best possible service, while doing the utmost to protect everyone's health, we implement the following procedure for in-person office visits:  
 

1. Please call or text us at 413-210-0102 to discuss your situation, and arrange a time to bring in your tax documents. 
2. Please call or ring the bell when you arrive. We ask that you 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. We will also gladly retrieve and deliver documents at the front building entrance or curbside. 
4. When your tax returns are ready we will call to discuss them with you, and make all necessary arrangements, including scheduling a time to come in to pick up and sign. 
5. All clients will be given a fresh pen, and contact surfaces will be disinfected between clients. 
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.   
    

Thank you for your patience and understanding as we strive to continue serving the best interest of both you and our community at this very challenging time.