Tax Return Preparation Options for all Clients
Holland & Company, CPA provides industry leading tax return preparation. We offer simple and convenient ways to meet the needs of our diverse client base. To have your tax return prepared, please choose the option that is best suited for you. Once we receive your tax documents, we will prepare your return in a timely fashion. As we prepare your tax return, clients will be contacted so we may review the tax return, answer any questions and provide guidance and feedback specific to each individual client.
Sincerely – Holland & Company, CPA
OPTION 1
Drop off Tax Documents at our office
Our office is open. Clients can drop off tax documents during normal business hours.
Beginning on Feb 1st, we are open on Saturdays from 9:00 am – 5:00 pm.
OPTION 2
Mail your documents to our office
Holland & Company, CPA
411 Pompton Ave
Cedar Grove, NJ 07009
OPTION 3
E-mail your documents to us
You may email your tax documents to us. Please send all documents at once to the email address TaxSeason@HollandCPA.com
When sending your email, please write your last name followed by the accountant who normally prepares your return in the subject line (i.e. Smith – Rick Holland)
SAFE & SECURE PORTAL
To request a portal, please send an email to Jennifer@HollandCPA.com and we will supply a link which will allow you to create a secure portal. In the subject line, please write “Portal Request”.
*If you already have a portal, there is no need to request a new one. Please continue to use the same portal as last year.
Daniel R. Holland offers securities through Osaic Wealth., Member FINRA/SIPC. Tax services offered through Holland & Company, which is not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.