January 3, 2022
Happy New Year and Happy New Tax Season!
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 (email@example.com)
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
We will keep you updated via our Face Book page https://www.facebook.com/pages/category/Accountant/The-Bottom-Line-Inc-210117622335757/
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Your privacy is important to us and your financial security is a priority. For this reason, we do not release or disclose any information or copies to anyone other than you, our client. This includes your parents, your children, and your bank. If you need copies of your returns or other tax documents given to anyone, you must personally request and obtain these items from our office and forward them onto the relevant parties. (And please be aware there is a fee for copies, digital or hard copy.) We cannot give any documents or sensitive information to anyone other than you. We’re not trying to make your life difficult, just trying to protect you from risk.