Organizers should be going out the week of January 15th. We offer these as a helpful way to organize your tax information. They are available in one of the following formats:
a) A Hard copy mailed out to you
b) A PDF emailed to you
c) If you are interested in an electronic notebook please reach out to Ed at edward@oberfinancial.com
1) Appointments – These have once again been preset for your convenience. Please notify the office as soon as possible if the appointment time will not work for you.
2) In Person Appointments – A limited number of these are available, IF you have been fully vaccinated. This is a precautionary measure as none of us can afford to be out with COVID-19 during tax season.
3) Zoom Appointments – All appointments will be done via Zoom, unless otherwise noted. You will receive a Zoom link one week prior to your appointment.
4) Tax Information – In order for us to be fully prepared for your Zoom appointment please send us your tax information one week before your appointment. The information can be dropped off, mailed in or uploaded via our secure portal: https://www.encyro.com/oberfinancial
5) During the Zoom appointment (provided we have your tax information ahead of time) we will review your tax return with you, go over any questions we have and discuss any questions/concerns you may have.
6) Completed tax returns – we have different options for you, depending upon your preference. Paper tax returns can be mailed to you, picked up (curbside service is available) or sent electronically. Remember: no matter which method you prefer, the process isn’t complete until you sign & return Forms 8879 authorizing us to e-file your tax return(s).
7) Fees – We are trying to keep fees in line with prior years as well as negotiate the rising costs of doing business. Please note that if your tax situation changes the fees may be adjusted accordingly. We understand inflation is hitting everywhere!
That being said, if you have questions regarding fees do not hesitate to ask us ahead of time rather than after the return has been prepared.