Information for new clients

Welcome to Tax O'Clock, LLC! We're delighted to assist you with your tax preparation needs. To ensure a smooth and secure experience, here's some essential information for new clients.

Key information for new clients

 

As an Enrolled Agent, my primary focus is to represent you before the IRS while prioritizing your security and privacy. In compliance with Treasury Circular 230 Regulations, I utilize a secure client portal to manage all sensitive information. Please avoid emailing any personal data.

To facilitate a productive meeting, I kindly request that you upload all relevant documents to my portal at least 24 hours before our appointment.

 

 

What should I know about your credentials?

As Enrolled Agent, I hold a federally licensed from the U.S. Department of the Treasury, authorizing me to represent taxpayers across all fifty states. My commitment to rigorous continuing education ensures that I remain at the forefront of the industry, providing clients with sophisticated strategies and expert understanding of the latest tax code updates. 

How should I submit sensitive documents?

To comply with Treasury Circular 230 Regulations and ensure your data security, all sensitive personal data must be uploaded through our Secure Client Portal. You will receive a separate email with the link to our secure client portal. This is where we will safely exchange sensitive documents. Please refrain from emailing any sensitive information.

When should I upload my documents for a meeting?
Please upload all documents related to your tax issue to my portal at least 24 hours before your scheduled meeting.

What can I expect during my initial interaction?
During your initial interaction, we will review the documents you've provided, discuss your tax situation, and outline the best course of action. This ensures we have a clear understanding of your needs and can provide tailored advice.

What steps can I take to make the process smooth?
The best way to ensure a smooth process is to upload all necessary documents to the client portal 24 hours before your meeting and be prepared to discuss your tax history and any specific concerns you may have.

Ready to get started with Tax O'clock, LLC?

We're here to make your tax preparation simple and stress-free. Let us help you navigate the complexities of tax regulations with expertise and personal attention.

Legal Disclaimer/Aviso Legal

"The information provided on this website is for general informational purposes only and does not constitute legal or tax advice. Use of this website or submission of a contact form does not create an attorney-client or practitioner -client relationship between you and Tax O'clock, LLC/Maria Betancourt. As an Enrolled Agent, my authority to represent taxpayers is limited to federal tax matters before the IRS. Advise Legal service related to Mexican fiscal law are provided under my credentials as licensed lawyer in Mexico. Tax laws are subject to change, especially during volatile economic periods; please consult with a professional regarding your specific situation before taking any action."

"La informacion proporcionada en este sitio web tiene unicamente fines informativos generales y no constituye asesoria legal o fiscal. El uso de este sitio o el envio de un formulario de contacto no crea una relacion abogado-cliente o profesional-cliente entre usted y Tax O'clock, LLC/Maria Betancourt. Como Agente Regustrado (EA), mi autoridad para representar contribuyentes se limita a asuntos fiscales federales ante el IRS. Los servicios de asesoramiento legal relacionados con el derecho fiscal mexicano  se brinda bajo mis credenciales como abogado titulado en Mexico. Las leyes fiscales estan sujetas a cambios, especialmente durante periodos de volatilidad economica; consulte con un profesional sobre su situacion especifica antes de tomar cualquier medida."