For over 37 tax seasons we have been serving Jefferson, Lewis and St. Lawrence County communities with the best in tax services. Our name has stood for Integrity, Stability, Quality and Excellence. Michael & Vicki Walrath both have over 36 years experience and have built the business into what it is today.
When we began, we believed our clients deserved the best tax consulting services, we still do, and we always will. We pride ourselves on understanding the problems and opportunities in the income tax services industry. We believe our clients are the most important asset of our company, and we are dedicated to serving your needs.
When we began, we believed our clients deserved the best tax consulting services, we still do, and we always will. We pride ourselves on understanding the problems and opportunities in the income tax services industry. We believe our clients are the most important asset of our company, and we are dedicated to serving your needs.
Services
1. IRS is in May/June/July/Aug? Sept recalculating your return and mail/ deposit your refund of taxes from not being tax on 1st $10200 of unemployment. They will be doing simple ones first and progress. 2. if this done make sure you know your amount and keep the letter that you get from them explaining the changes.
After 100 straight days of 12 hour days, we slow down in summer fall. We do take summer vacation times and days off. We are closed most Fridays and we can do night appointments and sometimes Saturday appointments. Just call us please no emails/FB msg for appointments. This allows us to get your info on computer ahead of time and creates more accuracy and streamlines appointments to reduce exposure.
Email us for a user id and to set pass code. Our/Your tax portal allows you to review/ change your address and phone numbers before your appointment. You may also upload tax documents (W2's, 1099's etc.) before your appointment. New Clients: - under new client tab - print out and fill out new client sheet and follow instructions on letter.
We love our customers, so feel free to stop in to visit during normal business hours during summer. Remember we just finished 100 days of working 8am to10pm so we do take vacations and time off in summer/fall but we try to be there for you. If the car is in either end of building driveways and/or the open sign is on we are in, feel free to stop in.
Not ready to file, missing documents, family emergencies, can't get an appointment in time at our office, etc. Remember if you owe money filing an extension as this doesn't extend when the payment is due but will stop penalties for not filing on time. BUT with an extension penalties on what is owe is is only $.05 per month plus interest.
