A quick thank you to everyone that made it to our open house, it was amazing meeting you all in person and hearing your stories about Patti. With time, we hope to be able to help you with all the milestones in your life.

Tax season is upon us, and we're ready to assist you. Our team approach ensures that each return is meticulously reviewed by at least two professionals for accuracy and completeness. This year, you'll have the opportunity to meet with both Saad and David for a comprehensive review.

Still need an engagement letter or tax organizer? Click Here to request it.

To Book Your Appointment:

• Schedule In-Person Appointment with Saad & David.

  OR

• Schedule a Virtual Meeting with Saad & David.

  OR

• Prefer Not to Meet? You can securely upload your documents using this link: Secure Document Upload. Please avoid sending sensitive information via email. Let us know once you have completed the upload.

Can't Find a Suitable Time? If our available slots don't fit your schedule, please call our office for alternative arrangements.

Important Notes:

• Please provide all necessary documents by March 1st for businesses and April 1st for individuals. If there are still open items, we may file an automatic extension on your behalf.

• Upon scheduling, you'll receive a calendar invite with all the necessary details, including options to reschedule or cancel if needed.

• Looking for peace of mind? Ask us about our Audit Protection Service.

We look forward to assisting you this tax season.

Best,

Saad Abbas, CPA
Snap Advisory Inc
sabbas@snapadvisory.com
(408) 775-7779