Appointment Info

The following is a brief overview of the LTS policies with regarding appointments, our mail-in program, fees and billing, tax data collection sheets and/or Tax Organizer packages, and our Privacy Policy. Appointments: LTS prides itself on offering a popular two-hour appointment slot for clients. This allows us not only to perform the necessary due diligence for your tax preparation and ensure compliance but also to catch up on your year socially. For the upcoming tax season, we are pre-scheduling appointments from Monday through Saturday, beginning at 8:30 AM with the last appointment at 6 PM. If you've previously indicated your preferred times, we've noted these; otherwise, we will schedule you similarly to your last appointment. Should you need to adjust this, please contact our office directly. We will also send a reminder letter with your assigned tax practitioner and confirm the day before your appointment. Mail-in Program: For our personal income tax clients preferring not to schedule an appointment, you can utilize our mail-in program. This allows you to mail, upload to the LTS portal, or drop off your tax data using the provided data collection sheets or tax organizer. We offer a 20% discount on our fees if your complete tax data is received or post-marked by February 15, and a 15% discount if by March 1. Data Collection Sheets and/or Tax Organizer: You can find our tax data collection sheets on our website. Please complete them and include all documents listed on the "Things to Bring List." If you need a Tax Organizer package—which includes prior year's tax data for reference and space for current year data—please contact us ASAP. We value clients who arrive well-prepared and organized for their tax appointment. Privacy Policy: Your privacy is paramount. We do not discuss your business with others without your explicit written authorization, whether through discussions or faxing information. Please reach out if you have any questions or need further assistance regarding our policies and services.