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Effective 07-01-2008 the IRS has passed new regulations concerning how Tax Preparers, Accountants and Tax Firms send client data. As a protection and preventative measure we are changing certain data to protect YOU our clients. This will ONLY be for SECURE emails and NOT ALL communications.
Just for your Information!!
Effective 08/01/2008
We will be installing a security program on certain E-Mails that will secure and protect your private data!!
We will be able to provide a copy to any financial institution for your benefit of present and prior year returns. There is a cost to provide these services.
1. Copy of Present and Prior Year Returns
2. Copies of W-2 Forms and 1099 Income
We are REQUIRED to have your permission on FILE in our office prior to transmitting ANY data. This can be sent to our office at: 704-861-9067 (FAX) and is available 24/7
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