Good Morning and Happy Thanksgiving week!

We are hard at work preparing for the coming year and tax season and wanted to share with you all what you can expect from us here at Phocus Accounting and Tax.

Monthly/Quarterly Business  Accounting and Advisory Clients
For our monthly/quarterly business clients that engage us with an All Inclusive or CFO Engagement, we will be mailing the packages for your 2022 engagement this week. To guarantee uninterrupted service, we ask that you complete and return your transmittal to us at your earliest convenience, and no later than December 30, 2021.

Your 2022 engagement package includes your 2021 Income tax preparation along with your 2022 accounting, tax planning, and advisory services as described in your transmittal.

This mailing only includes your engagement package. Your organizers and checklists will be mailed out when we send out the Compliance packages.

Tax Compliance and Advisory Clients

The packages for these engagements will be mailed out the first week of January 2022. This package will include all of your engagement package materials as well as your organizer, checklist, and any other pertinent information. Please complete and return your transmittal to us at your earliest convenience

Upon receipt of your package, should you have any questions, please feel free to reach out to myself or Lisa.

Thank you as always for allowing us the privilege to be your trusted advisors!