Phone: (406) 442-1947 Fax: (406) 442-1955
110 E. Lyndale Ave. Helena, MT 59601

Introduction


At Atwood Accounting Services, our success is built upon personal integrity and the commitment to providing you with the highest level of service possible, at a reasonable price, while paying strict attention to the details.


Client Letter

Dear Clients,

            We made it through another interesting year.  COVID still seems to be hanging on, so we will endeavor to make this tax season as safe as we can. 

We still have plastic barriers at the front counter and at my desk.  We highly recommend anyone entering the office wear a face mask.  If you must enter the office, remember to social distance.

            We will continue to offer various ways for you to give us your tax documents.  Please feel free to include any notes, comments or questions you may have, and I will call you or enclose a written answer with your tax return.  You may give us your data via:

  1. Mail.
  2. Email to TaxGuru@AtwoodArts.com.
  3. Drop it into the new larger locked mailbox located at the back door. We check it regularly, and it is locked, so please do not call when dropping off documents.
  4. Drop it into the locked cabinet just inside the front doors. Folders are available for your documents if needed.
  5. Drop it off, inside the office, at the front counter.

      I will call you if I have any questions about your documents.  If you really feel it necessary to talk to me in person, please call for an appointment.   

      We still intend to complete your tax return within 14 business days.    Please let us know, if you would prefer to have your tax return mailed or emailed to you, and we can accommodate that at no extra charge.  It is vital that we receive ONLY the required documents listed on the enclosed Questionnaire, so we don’t have a lot of papers to mail back to you.  

      Here are limited exposure options, for picking up and signing your tax return:

  1. Mailed to you, with enclosed instructions for returning the required signature form.
  2. Emailed to you, with enclosed instructions for returning the required signature form.
  3. Call to have it delivered to your car in our parking lot.
  4. Pick up inside the office at the front counter.
  5. You may call for after hours or Saturday pick up.

      I have made changes to the enclosed Questionnaire to make it easier for you to use.  New items this year are; the third Stimulus checks received in the spring of 2021 and the advanced child tax credit payments possibly received from July-December.  Please include any forms or letters received from the IRS for these moneys with your other tax documents.

      Be aware that any tax information brought in after March 25th will probably result in an Extension.  The extension is only an extension of time to file, NOT an extension of time to pay your taxes.  The IRS and the State of Montana will charge interest and penalty if payments do not accompany the Extension Form if you owe.  I can create the accompanying payment form, if you so desire.

      I want to thank you all for helping me complete another successful year in business.  I wish you all a Happy New Year.  All of us look forward to seeing you in 2022.

 

Sincerely,

Terry L. Atwood, CPA

           

Tax Questionnaire

Please take a moment and download this form, as it will help you be better prepared when you visit our office:

 

Tax Questionnaire

*This form(s) are in a PDF file format which will require Adobe Acrobat to be
installed on your computer. It can be downloaded and installed at
www.adobe.com

Privacy Notice

Privacy Statement

Protecting your privacy is at the core of our business. We have a Code of Ethics and Conduct designed to prevent misuse of this information. Your personal information from your tax organizers, worksheets, questionnaires, applications, financial documentation, interview and telephone conversations are not disclosed to anyone, except as required by law or to facilitate filing your tax return. We value your trust and handle your information with care. We update and test our security and electronic security safeguards. We educate our employees about the importance of confidentiality and customer privacy through standard operating procedures. We encourage you to call, write or email us if you have any questions about your privacy.

Terry L. Atwood
Certified Public Accountant

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