Contact Us

We Do Things Differently

Instead of potentially frustrating each other, let's see if our personalities and expectations align. If so, great - call me. If not, that's okay too!

As a nod to late-night talk show host David Letterman ✏️, here's my TOP 10 LIST:

10. APPOINTMENT REQUIRED - FOR NEERAJ. ⚠️ You can see Cathy anytime, but Neeraj is by appointment only.

9. DON'T CALL MY PERSONAL CELL. Don't call my personal cell unless you are my B.F.F. (and quite honestly, you're not). I do prefer to take care of things right away by phone, though. Call the office phone ☎️ - 585-377-0700. Truthfully, it is a faster response rate when you call the office! Leave a message if you call. 

8. SIGN EMAILS WITH PHONE #. Don't be like Blake Shelton's Austin 👢, leave your phone number on all emails. Don't expect me to scroll through my contacts or get your file out just for your phone number.

7. BRING THE LOOT. Payment due 💵  upon services rendered - the check is never in the mail! Check and cash accepted. No credit cards 🚫. And NO tax returns will be e-filed without payment (we are in the CPA business and law business - not in the collection business 😀)

6. ADD THINGS UP. Don't drop off or bring in a box of receipts. I'm not your calculator 🧮. 

5. LOVE HARD COPIES. Faster turnaround if you send hard copy (in a nice priority mail envelope if out of town) instead of email. Receiving hard copies is so much better for me... and for you (because it keeps your fee low 😀).

4. DON'T EMAIL YOUR STUFF WITHOUT MY OKAY. Understand that tax season is very busy. Receiving hard copies makes sure your stuff is received AND read. Please understand my preference. If no choice, but to email - then preferred format of email attachment is .pdf. Don't just email documents and attachments; get an okay from me first. 🆗️

3. DONT HAND OVER UNOPENED ENVELOPES. For goodness sake, have the courtesy of opening your "important tax document enclosed" envelopes ✉️ - and unfold them - for me! It's frustrating 😡 opening up your mail and unfolding the papers - so unorganized. I'm not your admin assistant. 

2. DON'T TEXT ME. Do not like text messages - Once again, I'm not your B.F.F.

1. I LOVE YOU. Don't be shy - call if you have questions because... we love you! ❤️