Welcome
Thanks for visiting. I am a licensed tax professional and I work in beautiful Greenville, South Carolina. Every day I get to serve some of the greatest people in the world, my clients. Check out my website for more about me and what I do.
January 13, 2021
Hello Friends,
What an amazing year we have just come through. No doubt we will be talking about it for some time. Or maybe we'd all just rather forget.
Here are some important items for your attention:
1.) Due to Covid-19 all meetings this season will be limited to telephone or video conference. I won't be receiving anyone at my office in my home. Some of you may need help with a plan to get me your documents. I will be happy to work with you to come up with a contact-free option.
2.) Send digital copies of your documents via the upload link above. It will label and place them in my work inbox. I depend on it to help me sort and keep track of things. I can also work with cloud storage folders like Google Drive or DropBox (see instructions). If you would like help with scanning you can print these instructions and take along to your local copy center. Go see my friend Scott Currier who owns the UPS Store in the Hampton Village Shopping Center, or almost any office service center. They have the right equipment and will be able to help you with scanning.
3.) If you are mailing documents or dropping through my door slot, I promise to return any originals, but I prefer you send photocopies which I can destroy after I prepare your return. With the post, I suggest you use priority mail, or something trackable. Let's be prepared that anything you mail could get delayed or lost. Or see #2 above.
4.) There were two economic stimulus payments last year, one starting in April and the other in December. These payments are not taxable, but I need to know how much you received. Any amounts you are entitled to that you did not receive can be added to your refund. Be prepared with those amounts when you fill out your interview.
5.) If you are new this year, please include a copy of your most recent tax return.
6.) Remember to complete the interview questionnaire.
Thank you for your continued patronage, and for your extra effort during these unprecedented times. I enjoy knowing each of you and I always look forward to catching up every year.
Sincerely yours,
Paul
2020 Client Interview Questionnaire
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