Happy New Year 2021!
Wishing you and your families a Happy New Year! Premier Tax and Finance is excited and ready to assist you with filing your taxes for 2020. Over the past year we have acquired new staff, new systems, and new digital tools to better serve you during these changing times. The Premier Tax and Finance office is happy to offer our services electronically and contact-free through the use of tools like Zoom Communications, our new and updated Website, as well as our new and improved Client Portal. However, if you prefer, we would be happy to see you in our office while following a strict protocol to deal with COVID-19 to keep us all safe.
We will be sending out 3 emails with information regarding our new systems and digital tools. Please keep an eye out for our next two emails with more detailed information regarding your Client Portal & Tax Organizers.
- Revamped Website
Our new and improved website features auto scheduling to book appointments, pertinent tax information, and a section for Beauregard and his friends. For better efficiency, we encourage you to schedule appointments on our website.
New and improved PTF website, with more resources for you and your business.
- Scheduling Appointments
Scheduling appointments can be made conveniently through our website by visiting https://premiertaxandfinance.as.me/ . Be sure to schedule your appointments early, as our calendar will book up quickly as we approach Spring. Our current tax season appointments are limited to 25-minute segments.
PTF Appointment scheduling page on our website, using an intuitive calendar view.
We can also assist you in scheduling an appointment by calling our office at (805)880-4202 or by email at [email protected].
- Expected Tax Season Hours
Please let us know as soon as possible if you need an extension of filing this year. If you need an extension, you are required to notify our office as we are not responsible to automatically extend your return. Please note that there is a $75 fee to process the extension. You can contact us to extend your return by phone at (805)880-4202 or by email at [email protected]
More detailed information about the New Client Portal coming next! You can also view all of this information at any time on our website in the Blog “Resources” section.