At Atwood Accounting Services, our success is built upon personal integrity and the commitment to providing you with the highest level of service possible, at a reasonable price, while paying strict attention to the details.
Dear Clients,
We made it through another interesting year. Tax changes have finally slowed down and things are getting back to normal. A couple of tax credits for Montana, that many of you took advantage of, are gone – energy (solar is still available) and college contribution (still a valid charitable deduction). The IRS still allows for the energy credit. Mileage rates changed mid-year for most items so you will need to provide us miles before July 1 and after if you want that deduction.
We will continue to offer various ways for you to give us your tax documents. Please feel free to include any notes, comments, or questions you may have, and I will call you or enclose a written answer with your tax return. You may give us your data via:
- Drop it off, inside the office, at the front counter.
- Email to TaxGuru@AtwoodArts.com.
- Drop it into the locked cabinet just inside the front doors. Folders are available for your documents if needed.
- Drop it into the new larger locked mailbox located at the back door. We check it regularly, and it is locked, so please do not call when dropping off documents.
I will call you if I have any questions about your documents. If you feel it necessary to talk to me in person, please call for an appointment.
We will endeavor to complete your tax return within 14 business days. It is vital that we receive ONLY the required documents listed on the enclosed Questionnaire, so we don’t have a lot of papers to mail back to you or to sort through.
Here are options, for picking up and signing your tax return:
- Pick up inside the office at the front counter.
- Mailed to you, with enclosed instructions for returning the required signature form.
- Emailed to you, with enclosed instructions for returning the required signature form.
- You may call for availability for after hours or Saturday pick up.
Please use the enclosed Questionnaire to provide us the information for your personal deductions.
Be aware that any tax information brought in after March 24th could result in an Extension. The extension is only an extension of time to file, NOT an extension of time to pay your taxes. The IRS and the State of Montana will charge interest and penalty if payments do not accompany the Extension Form if you owe. I can create the accompanying payment form, if you so desire.
I want to thank you all for helping me complete another successful year in business. I wish you all a Happy New Year. All of us look forward to seeing you in 2023.
Sincerely,
Terry L. Atwood, CPA
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Privacy Statement
Protecting your privacy is at the core of our business. We have a Code of Ethics and Conduct designed to prevent misuse of this information. Your personal information from your tax organizers, worksheets, questionnaires, applications, financial documentation, interview and telephone conversations are not disclosed to anyone, except as required by law or to facilitate filing your tax return. We value your trust and handle your information with care. We update and test our security and electronic security safeguards. We educate our employees about the importance of confidentiality and customer privacy through standard operating procedures. We encourage you to call, write or email us if you have any questions about your privacy.