Dear Tax Client,
Happy New Year! I hope you are healthy and well. We have made a few changes at Middleton and we are reaching out to tell you about them.
- Middleton is paperless!
In an effort to do our part for the environment we are no longer sending out our packet. All tax checklists are on our website at middletontaxservices.com For your convenience we have attached our checklist to this email. If you need a packet mailed to you, please email us or call the office at 480.835.5712.
- Middleton Tax Services COVID guidelines.
All appointments will be conducted in a virtual setting. We can Zoom, Google Duo, Facetime or talk on the phone.
- Your tax documents and how to get them to us.
You will be receiving an email with a link to our secure portal. Please click the link, create an account and upload your documents securely. Your tax documents will need to be at our office one week before your tax appointment.
To change/reschedule your appointment please call the office at 480-835-5712
We have lived through an incredible year. We have changed our policies in an effort to keep everyone safe, employees and clients alike.
We are committed to providing you a ‘regular’ tax appointment albeit in a virtual world. We will be able to get ‘together’, proceed through the appointment as usual and answer all of your questions.
Please reach out with any questions or concerns.
Email – firstname.lastname@example.org
Phone – 480.835.5712 FAX – 480-464-9792
Website – www.middletontaxservices.com
JC, Vicki, Parvaneh, Susan, Geri and Sam