Office Procedures 2023

OFFICE PROCEDURES 2023

• Mazzucco and Company will prepare your 2022 tax return either through:
  • In person appointments
    • We will be offering face to face appointments, but strongly suggest utilizing one of the following methods below to submit your documents a few days beforehand to minimize time spent in our office.
      • SMART VAULT – online secure document portal , invitation required*
      • Lock box drop off outside our door – Place everything inside a sealed envelope and be sure to include a phone number and an e-mail address. If you already have a scheduled appointment, please include the date, time and name of your accountant on the outside of the envelope, as well.
      • Mailing your documents to our office. We strongly suggest making photocopies of the originals before mailing and consider utilizing a trackable mailing method.
    • Phone/ ZOOM appointments are available to schedule to complete the tax return after receipt of tax documents and Preparer input.