January 5 2021:
To our valued clients and potential clients:
We can still handle all of your tax prep needs and The Bottom Line takes the presence of COVID-19 in our community seriously. We live in a larger community and we all have a responsibility to control what we can. For this reason, we are moving to virtual or phone appointments only.
For clients who have submitted their tax documents to us, we will be uploading your finished returns to our secure portal. If you would prefer us to mail them to you via USPS, please let us know.
For clients who still need to submit documents, there are several ways to get them to us. You can upload them to your account on our secure portal (https://thebottomline.securefilepro.com/), fax them to us at 215-701-7538, Mail them to us (4116 Houghton Street, Philadelphia, PA 19128), or drop them off at our office. We have a locked drop box on the porch where you can securely leave your documents. NOTE: For security reasons, the IRS does not allow tax preparers to download email attachments, so please do not email us documents.
You can schedule Zoom or Phone appointments by going to https://calendly.com/thebottomline
You can still reach us by phone (215-238-0230) or email (firstname.lastname@example.org)
2020 had many changes for all of us thanks to the Coronavirus. Not only were there changes to the way we live our lives, but there were changes to 2020 tax filings. We have attended multiple Zoom educational meetings with the IRS, Pennsylvania Department of Revenue and our local Tax associations. Even as we move into 2021, our relationship with 2020 will continue to be complicated, but we are prepared to help you navigate tax part of the relationship.
We will be doing all our appointments through Zoom or on the telephone. For the safety of you and the safety of myself and Carolyn all our meetings will be virtual. I have installed a drop box that has a lock on that you could drop your documents off anytime at our office. Make sure your documents are in a sealed envelope before putting them in the drop box. We continue to have a secured client portal where you can upload your scanned documents and spreadsheets (https://thebottomline.securefilepro.com/). And we still have our fax number (215-238-0230). You are always welcome to send us your documents that way.
I’m asking returning clients to get me all your tax documents at least a week prior to your tax appointment. This gives me time to review your documents and enter as much as I can in my software so if I have questions, I can ask them at our tax meeting. If you want to schedule a meeting prior to sending me your tax documents, you can do so here: https://calendly.com/thebottomline There is a $75 fee for this extra tax appointment.
New clients pay a $75 consultation fee for a half hour zoom meeting. During that meeting I will take a look at their past year tax return, review their past year tax return for any errors, review their 2020 tax situation and by the end of our meeting you will know upfront what my fees will be to prepare your 2020 taxes.
Returning clients and new clients can upload documents to our secured client portal https://thebottomline.securefilepro.com/portal/#/login
Last year was the first year in many years that my rates increased. Returning clients were offered the same rate if they had paid before February 1st. this year I will offer a 10% discount on the new tax preparation fee if you pay it before January 31, 2021, All tax return fees still need to be paid in advance prior to me preparing your tax return.
We will keep you updated via our Face Book page https://www.facebook.com/pages/category/Accountant/The-Bottom-Line-Inc-210117622335757/