TAX SEASON PROCEDURES
Please note that it is not necessary to schedule an appointment. You can get your information to me in one of the three ways listed below and I can then call you when I get to your return.
Virtual appointments will be limited. If you want a virtual appointment, please use the appointment scheduler on my website. When you schedule your appointment, please make sure you indicate in the comments section if you want me to call you (provide your phone number) or if you prefer a video conference (provide your email). I will then send you an email with the login information a few days before your appointment. If you are requesting a virtual appointment, I will need the information at least two days before your scheduled appointment time. If you do not indicate your preference, I will call you.
PROCEDURES TO GET YOUR 2023 TAX INFORMATION TO ME
1. Mail your information to me using the postal service. My address is 100 Randall Terrace, Hamburg, NY, 14075.
2. Drop it off using the mail slot located on the right-hand side of the garage door. I check this every few hours during the tax season.
3. Use the client portal. The safest way to send information to me electronically is via my client portal. The portal gives you the ability to upload documents securely and share with me or view documents I wish to share with you. If you want to use the client portal, please send me an email so I can send you the link for you to set it up. I am using a new portal system this year, and I think it will be much easier for everyone to use! To use it, just send me an email that you would like to utilize the new portal, Verifyle. You will then get an email from me with the subject “ New Secure Message via Verifyle”. Open the email and click on the private message. Set up a password and you should be all set! You can then send me email messages securely through this site and upload files to me by clicking on the paperclip.
NOTES:
1. I do not need receipts.
2. Do not email the information to me – this is not secure. Use the client portal.
3. If you have any questions, please do not hesitate to contact me. The best way to contact me with general questions during the tax season is via email (sandy.augustine@gmail.com) or via text (716-430-4153).