IF YOU HAVE ALREADY COMPLETED YOUR TAXES THIS YEAR – YOU CAN DISREGARD THIS MESSAGE.

Dear Client,

At D&M Accounting, Inc., we are taking necessary precautions as much as possible. To that end, we would like to offer curb side service for anyone who would like to simply drop off or pickup tax information without coming in to the office.

How this will work:

  • The questionnaire for both New and Repeat clients can be found on the RESOURCES TAB under Tax and Small Business Resource. This questionnaire will need to be filled out completely and legibly.
  • DROP OFF – When you are in our parking lot just give us a call 262-253-9955 and we will run up and take your information from you.

OR

  • SCAN – The option to scan your documents as one large PDF file (not x-number of single pdfs, please) using our Secure File Pro (SFP) is our most desired method of getting your tax documents to us. Emailing us one large pdf document will be extremely efficient and helpful. If you don’t know your SFP username and password, no problem, just give us a call.

https://dmaccounting.securefilepro.com/portal/login.aspx

  • SIGNATURES – We can also have you sign your Form 8879  as long as we have both spouses email addresses on file. We can do this via Abode Sign.  Or at time of curb side pickup we will bring it up to you.
  • PAYMENT –
    • Personal Check, at curb side when you pickup your return.
    • Credit Card in advance of pickup – you can call our office, even from the parking lot when you arrive
  • SNAIL MAIL – You can mail your information via USPS.

D&M is still open for business, so please feel free to communicate with us – no matter what the question.

Sincerely,

Connie L Hillmann

Your Outsourced Business Services Partner

How Valuable is Your Time?

Outsource your payroll processing, financial statement preparation and filing, along with any other accounting needs to your local full-service, experienced team of accounting professionals. Tax return preparation and filing are available for individuals and businesses. D&M Accounting has served Milwaukee small to large businesses and families for over 30 years, with strong ties to our local customers in Menomonee Falls, Germantown, Butler, Sussex and surrounding areas.

For your FREE Estimate, call 262-253-9955.

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  • Payroll Paycheck Processing
  • Financial Statement Filing
  • Tax Return Preparation

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