|
Welcome to Tax
Season 2007!
The merger of my tax business with Tom Carey of Carey
Financial Services is working out wonderfully. It has allowed me the
worry-free days at my business in south Texas. Our tax and
financial investment teamwork has given us the opportunity to
provide all financial services from one location.
·
Refer 3, get
yours free* Your new client referrals are greatly appreciated!
We have the best rates for preparing taxes; and we have
professionals providing you with knowledge of the tax regulations
that work for your needs. We also provde expert financial planning.
While there are many things that you can “do yourself” – your
financial security doesn’t have to be done alone.
· Carey Financial Services offers free financial consultation for current tax clients in a wide range of services including:
-Life and Long
Term Care Insurance
- retirement and college planning
-fixed and variable
annuities
-401k and IRA rollovers
- mutual funds, stocks
- bonds,
CD’s and more.
· Update your contact information via email:
Send an email to: tax123email@yahoo.com,
and put “TY
2007” in your subject line, and include personal
information such as name changes, address changes, home/cell phone
number changes, etc., or just to say “HI.” You can also call us to
set up an appointment, get directions or request an income tax check
list and the tax work sheets you need to prepare for your 2007
taxes.
·
Office Appointment & Drop Off Schedule:
-The first office appointment date
is Monday, January 28, 2008 -The first drop-off date is Monday,
January 21st.
This season’s appointment and drop-off days and times will be as
follows:
|
Karen’s Office Appointment Schedule – Carey
Financial Minooka Office |
| Monday, Tuesday & Thursday |
11:00 am |
8:00 pm |
| Friday & Saturday |
8:00 am |
4:00 pm |
| Sunday Limited – call for specific dates |
11:00 am |
4:00 pm |
|
DROP-OFF SERVICE HOURS |
| Monday through Saturday |
9:00 am |
5:00 pm |
·
Drop-off and Mail-in service
is still available and economical for any returning clients.
(First time clients must come in.)
o
Drop off your packet
(forms and documentation) at Carey Financial Services, 123 .
Mondamin St, Minooka. Please mark your envelope:
“For
Karen”
o
Mail
your documents to: Carey Financial Services, ATTN: KAREN,
123 W. Mondamin St., P.O. Box 423, Minooka, IL 60447. We
recommended you use proof of delivery with U.S. Mail, UPS, FedEx or
other. and also make a copy of any ORIGINAL documents before
sending.
o
If you choose U.S. Mail
without proof of service, please give us courtesy call, 815 467-7462
to let us know they’ve been mailed.
An electronic filing signature form AND payment must be included
with your mail-in or drop-off packet. Please call us to obtain your
rate prior to writing your check. Your return will not be
filed unless both are included.
There’s a
Drop-off or Mail-in discount (up to 20%) that will be deducted from
your tax prep fee.
o
Credit / debit cards
are not applicable for this discounted service.
·
Appointment fees for returning clients with a basic return (W2, Schedule A,
Interest) begin at $95. New client appointments begin at $115.
Any additional fees will be determined based on our published fee
schedule. Our office now accepts credit/debit cards, as well as
checks or cash for payment with this level of service.
·
Call today to schedule your appointment-
I look forward to
preparing your 2007 Federal and State Income Tax returns. Thank
You and as always, I appreciate your business.
Sincerely,
Karen L. Willis
*Call or email for details on the
Refer 3, get yours free plan. Does not include
dependent/minor returns. New clients return fee must be greater than
the referring client fee.
|
