Client Newsletter 2025 (Tax Year 2024)

January 10, 2025

Dear Valued Clients,

We want to thank everyone for your understanding and patience these last few years as we tried our best to balance working while taking care of our beloved mother.  Sadly our mother Nancy passed away in November.  This means that Deb and Jessica will be working full schedules this year.  Deb will be offering sit down appointments on Mondays, Tuesdays, Thursdays and Fridays this year.  Leslie will be offering sit down appointments on Mondays, Tuesday mornings, Thursday afternoons, Fridays, and Saturdays.  Both Deb and Leslie will also be accepting drop off returns.  

For all clients we offer the following options for getting your taxes done:

  1. Dropping off your paperwork in-person with our receptionist. They will take your paperwork, gather contact information, ask you a few questions, and make any notes you may have for your preparer.  A preparer will then prepare your return, contact you with any follow-up questions, and let you know when your return is complete. Following the completion of your return you may come in to sign paperwork and pick up your copies at the front desk.
  2. Utilizing our Client Portal. On our website at countylinetaxservice.com we have a client portal that allows you to securely upload your documents.  This method is more secure than traditional email or text.  For initial set-up you will need to contact the office via phone at (419) 499-2534 or email at info@countylinetaxservice.com to request an invite.  We will then send you an invite via email that will guide you through setting up your username and password.  Once this step is done you may begin uploading your documents.  The portal also allows for notes to be written back and forth between you and your preparer.  If you have used the portal in previous years you may continue to use the username and password you already have.
  3. Sit down appointments can be scheduled by calling the office.

**Drop-offs and portal submissions are worked on in the order that they come in, regardless of the complexity or simplicity of the return so we suggest getting your paperwork in as soon as you have everything.  Sometimes drop-off turn around can be a few weeks.

We have had to implement necessary price increases this year.  We’ve worked really hard to keep our pricing down and fair but we’ve had to adjust to the cost of supplies and operating costs increasing.  As always, we still offer our Fee Collect option which allows you to have our fee taken directly from your refund at no extra cost to you.  We have also implemented a $50 charge for amended returns that need to be made due to missed paperwork or dependent changes etc. so please make sure you have all of your paperwork before getting your taxes done.  We will not charge for the amendment if the amendment needs done due to an error made by us.

We will no longer be giving out free paper copies of prior year returns.  If you need new copies of a return there will be a $25 fee.  You can however request an invite to our portal and we will upload copies of your return to our portal at no charge to you.  

**Please note that any paperwork brought in after April 1st will not be guaranteed to be completed by the filing date of April 15th and you may be put on extension.  It is also important to note that an extension is NOT an extension of time to pay, if you owe tax, your balance due will be subject to interest and penalties.

We can begin electronically filing returns on Monday January 27th.

Our office hours for the week of January 20th – 24th are Monday, Tuesday, Thursday & Friday 9-5 and Wednesday 9-3.

Our office hours beginning Monday January 27th are Mondays, Tuesdays, Thursdays & Fridays 9 am – 7 pm and Wednesdays & Saturdays 9 am – 3 pm.

This winter has already proven to be active, please stay up to date on our hours and any weather-related closures by following our Facebook page!