SONDRA SAFER, CPA

2024 TAX RETURN APPOINTMENT PROCEDURES

Our office is open and available for “in person” appointments. If you would like to have us
prepare your 2024 return this season, we have two (2) options available for you:

1. Call to schedule an in-person appointment, similar to what we’ve done in the past.

THIS IS THE MOST EFFICIENT OPTION AND WILL BE GIVEN PRIORITY FOR 2024 TAX PREPARATION.

Phone: 262-784-6710

2. Other than in-person: You may choose one of the following:

a. Use the post office to mail your documents to us. Keep your originals and send us copies.
b. Drop off at my office. Enclose all documents in a sealed envelope; write your name and contact information on the outside of the envelope. We will accept
drop-offs on Mondays and Wednesdays 10 am – 5 pm. These are prepared on a first come, first serve basis.

c. Sign up for our portal. If you haven’t used this method yet, call or email us and we will get you set up. The portal allows you to upload your documents and view your tax returns when they are complete. It is encrypted for security.

YOU MUST LET US KNOW WHEN YOU HAVE COMPLETED UPLOADING YOUR DOCUMENTS.
You will then be placed in the tax preparation queue on a first come, first serve basis.

Schedule a phone call or virtual meeting for any questions or a “walk through” of the returns. We do NOT use Zoom due to security concerns, but have our own virtual software that is secure.

*We strongly recommend Option #2 for anyone with serious health concerns.

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