January 2, 2017
Subject: Tax Return appointment for 2016 Federal and State Tax Filings
These years keep flying by. We trust you had a good year. It is time for your visit with us again. We are ready to work with you and assist with tax filing for 2016. There have been some changes to IRS requirements in regards to our documentation and data security, please read Horizon Accountants' Tax Update 2016 on our website at www.horizonaccountants.com. Our website has a copy of what to bring to the tax appointment and introduces you to what we can do as professionals.
For client data security reasons we will put a tax return copy pdf on client supplied flash drives if requested. Please purchase one and dedicate it to just your tax returns each year.
This year we would like for you to drop off your information and verify bank direct deposit information _________________________, or at the scheduled time ____________________. If the date and/or time do not suit please notify us immediately so we can change it. We are happy to adjust. Please call ahead if icy or snowing >2 inches.
Please NOTE: This tax season we are closing at 5:30 pm each day and will have Saturday pick up times and drop offs from 8:30 am to Noon from February 4th through April 15th.
Lawrence is pleased to announce that the Investment Advisory Firm called Halieus (pronounced Ha-lee-oos) Investment Advisors LLC is licensed with the State of Virginia. He will provide personal investment advice and construct all types of investment portfolios. So if you have personal and/or retirement accounts please make an appointment when you visit Horizon Accountants this year.
We are located above the Dominos pizza along route 259 (Timber Way). Find us in # 113 around the back with plenty of parking. For those coming from I-81 take exit 257 and travel west on Rt 259 about five miles. Turn right after seeing the Horizon logo by the road.
We look forward to seeing you soon. Call or email if you have questions.