Dear Client,

Is the 3rd year the charm??? Will we be going back to “normal” in 2023?

We are looking forward to offer our services for the upcoming tax season. 

Subject to possible Covid surges, etc, we will be offering a limited amount of in-person appointments during the day, and several Zoom/Phone Conference ONLY appointments in the evening.  Any in-person appointments will have a mask mandate along with the assumption that all visitors are Covid, Flu, etc. free.

For tax year 2022 there were NO special, early or unusual IRS payments and the tax laws had not changed substantially.   This should help us all to have a smoother tax process.

While submitting 2022 tax documents, please remind us of any changes with your personal information: address, phone #, email address, filing status, dependents, daycare expenses or college tuition.

You may submit your documents several ways:  drop off in our office, email it to, send it regular mail OR if you would like to upload it to our portal, please contact us and we will send you a portal invite so you can link in.

The attached is a checklist that will help you gather the tax documents that I will need to prepare your 2022 income tax returns.  Your checklist is based on information from your previous tax return. 

I look forward to hearing from you and if you have any questions, please feel free to contact me at or 201-488-2828.


Kevin A Leeds CPA