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Your file folder will contain your tax return. These are very important documents. Equally important are documents that contain information about your income, allowable deductions, and dependents, as well as other official papers that can affect the amount of money you owe the IRS, or the amount you are entitled to receive as a refund. Keep this folder and its contents intact and in a safe place.
It is generally recommended that you keep tax documents for at least 7 years, although you may choose to keep them longer.
If you filed with us we will give you a copy of your tax returns for up to three years prior when you need them for a fee.
We will examine or amend your returns if you think someone else did them incorrectly and you may possibly get more money back.
We can file prior year returns for up to three years back, for a small filing fee.
Even during the summer you can reach us when needed. Just call (352) 368-2937 and you will get an appointment to come in and talk to us or pick up copies or contact us.
Notice of Privacy
to explain how we collect, disclose and safeguard your non-public personal information.
We collect non-public personal information from the following sources:
Information from you on the Client Info Sheet and other forms
Information received through discussions with you
We do not disclose any non-public personal information about our customers or former customers to anyone, except as described below or otherwise permitted by law.
We restrict access to non-public personal information about you to those employees who need to know that information to provide the service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guards your non-public personal information.
Rush and Cancellation/Late Policy
No Rush Policy
We have a strict no rush policy. While this doesn’t mean slow, it does mean that we approach your work thoughtfully. Rushing is known to sacrifice quality, breed errors, and provide little to no room for success. We get very busy and work longer hours during the peak tax season, but we don’t rush through projects because your work is important to us.
This means if you need a tax return prepared in a few days, or a year’s worth of bookkeeping prepared in one week, or want us to put any of your work in front of another client’s work, we won’t be the right accounting firm for you.
We understand that unanticipated events happen occasionally in everyone’s life. In our desire to be effective and fair to all clients, the following policies are honored:
24 hour advance notice by phone (352-368-2937) is required when cancelling or altering an appointment. Late cancellations, alterations and missed appointments are subject to a missed appointment charge of $75. This amount must be paid prior to your next scheduled appointment. If the appointment was for an initial ½ hour free consultation, the free consultation will be forfeited. Our standard hourly rates will apply should you decide to reschedule.
If you arrive late, your session may be shortened in order to accommodate others whose appointments and work follow yours. Regardless of the length of the actual appointment, billing will be calculated based on the full scheduled appointment time.
At No point will a refund for services will be granted for any service. All transactions are complete and nonrefundable. It is however up to CATS, Inc to consider a potential credit of up to 50% of the services paid for to be applied to a future Service.
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