Residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area (and beyond), have come to rely on affordable tax and financial services, provided by Steve Clott since 1974 and 1985 respectively.
REGISTRATION WITH THE IRS IS NOT VIEWED AS AN ENDORSEMENT BY THE IRS.
THE IRS DOES NOT ENDORSE ANY PARTICULAR INDIVIDUAL TAX RETURN PREPARER.
MORE INFORMATION IS AVAILABLE ABOUT THIS ON IRS.GOV.
Regarding Steve Clott, CPA CFP® EA:
Certain limitations, restrictions, exclusions, and/or deadlines may apply. Offers or rates are subject to change or withdrawal without notice.
Some tax returns might be completed AFTER our initial meeting. Not all returns qualify for acceptance: As a general tax practitioner, some complex returns may be extended, referred with permission, declined of our services, or declined later, after review. Delinquent returns for prior years are not eligible for current “tax-season” rates, and are usually declined. Payment is due upon delivery [of personal, individual returns]. Retainers might be requested before work is started. A signed Tax Engagement Letter is required annually, before the start of any work.
NO NEW 1040 CLIENTS WILL BE ACCEPTED BETWEEN MAY AND DECEMBER, AS WE CONTINUE TO SERVICE EXISTING AND NEW INVESTMENT ADVISORY CLIENTS, AND EXISTING AND NEW LONG-TERM CARE INSURANCE AND LIFE INSURANCE CLIENTS.
We are here year-round for our present tax clients. We offer various financial services throughout the year. Although your 1040 tax return extension expires 10/15 with the government, our season for accepting current-year, new 1040′s ends 4/30.
Due to limited practice in certain specialized areas, we may decline to take on certain tax preparation services, such as taxpayers requiring form 2555, or form 1040NR, or last-minute filers with employer stock options, or other items.
Per new IRS standards, we, the preparer, may be expected by the IRS to consider studying the returns of pass-thru entities, such as partnerships, S-Corps, etc., (assuming that the facts and circumstances may suggest that this further inquiry is necessary), BEFORE we prepare any such entity’s partners’ or shareholders’ 1040. Considering our firm’s size, we refer these individuals back to their entity’s preparer, for 1040 completion.
Any estimated fee quotes made over the phone are not encouraged, not authorized, not binding, nor final.
Please check back, here at this page, for any modifications.
