I love having a virtual office and being able to serve clients remotely in all 50 states. I love being able to keep my costs down by limiting my overhead.
However, over the last few years, I’ve realized there is a need for in-person appointments. There are people who desire the in-person atmosphere, and don’t want to have to deal with scanning and uploading their documents.
To accommodate this clientele, I am opening up space for 10 individuals or couples this upcoming season who want concierge level service from Casler Financial. This Premier Package will come with an in-person appointment at either of the below locations to drop off your paperwork and talk about any questions or concerns you might have. We will collect, scan, and organize your documents digitally, returning all originals to you along with paper copies of your tax return, all bundled in a convenient folder that you can file away for future reference.
You will also have an in-person signing appointment where we can go over the tax return in as little or as much detail as you would prefer.
Since this is a special new offering, I will also be including a tax planning or strategizing session mid-year at no additional charge (to be used in the month of July.)
This new, in-person, premier tax preparation package is priced at $2500 for most individual federal tax returns. State and local returns are additional. If you would like an exact price quote, please reach out and usually by taking a look at your prior year return, we can give you an estimate of what your return would cost with us.
I have been able to secure shared office space in Oregon City this year thanks to Marilyn Morrissey with Morrissey Financial, located at 720 Center Street (right across from the McLoughlin House.) At this location we will be meeting in the conference room on the first floor of the historic home, converted to offices, however, there are stairs leading up to the front door that unfortunately make this location not ADA accessible.
I will also have limited appointment availability at my Gladstone office located at 15 82nd Drive, right across from the DMV. At this location, we will be meeting in the conference room upstairs. There is an elevator in the building and ADA parking and access at this location.
A $1,000 retainer will be collected upon scheduling your drop off appointment, and the remainder will be invoiced upon completion and collected at pick-up. I can offer a 5% discount should you choose to pay by cash or check rather than credit/debit card.
I only have room for about 25 new clients in total this upcoming season, and I’m reserving 10 of these spots for this new in-person offering.
If you know of someone who’s in need of tax preparation help, that you think would appreciate this level of service, please feel free to pass my information on to them or reach out to me directly.
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