Welcome to Tax Season 2023! This page contains IMPORTANT TAX UPDATES – please carefully read this ENTIRE message.
To effectively manage the flow of information coming into the office, we urge you to send in or drop off your tax information as soon as it becomes available.
The preferred methods to submit your data are:
- email to Info@MarcusAndLevine.com
- upload your information here by clicking on the “Client File Upload” tab at the top right of the page.
You can also drop off or mail your information. If mailing originals of documents, we recommend that you use some form of overnight delivery to ensure receipt.
An appointment is NOT necessary for dropping off your tax information. Please remember our office is closed for lunch daily between noon and 1pm.
If you would like to discuss a specific issue regarding your 2023 taxes, please make an appointment in advance by calling Mindy at 561-455-0360. You can schedule an in-person meeting or a phone call. If you do not make an appointment, we may not be available to speak with you when you drop off.
Please watch for further emails regarding tax season activity.
Thank you again for your continued business, and I look forward to speaking with you soon.