Client Newsletter for 2018 Tax Year
Dear Anderson Tax Service Client,
Our office has been preparing for an exciting tax season, and we’re looking forward to seeing all of you again. Click here for a general checklist available to assist you with gathering documents.
We also have organizers available by request. Organizers can be sent to you via mail, or uploaded to our new client portal. Please call or email to request an organizer — our email address is firstname.lastname@example.org
Last year a few of you asked about data security, and we’ve been working with the IRS to add new security features. We’ve upgraded our network firewall, added advanced email filtering, and our new SecureFilePro client portal helps keep your information safe.
Our extension process will be slightly different this year, as we’ll be filing extensions electronically. Give us a call if you need an extension and we’ll walk you through the process.
We’re sure to book-up quickly this year, please call early to make an appointment. Also, dropping off your documents early can save more time for consultation and tax planning at your appointment.
Our office staff includes my son, Steve Anderson, my daughter-in-law Angie Anderson, Chuck Wise, Patricia Juarez, Tracy Echevarria, and Brianne Carrillo. We’re available all year to assist with income tax issues, real estate sales, and home loans.
We appreciate your continued patronage! Please call or email to schedule an appointment.
We’re ready to help with any questions for the upcoming season (909) 593-0355.