Update September 2024

Over fifty years ago, I had a drill sergeant that hammered the same word into our heads every day. “Flexibility”, she would shout, as she devised a new plan to alter our day in some miserable way.

It was a lesson I learned well, flexibility is not only a key to survival; but to growth, prosperity, and happiness. Finding opportunities in changing times is a challenge.

Changes in the business environment require scaling and refocusing my practice. One change is eliminating the tax season craziness of seventy-hour work weeks. I continue in my decision not to outsource. I sign every return, and information in my care is always confidential. No one sees your files but me. The result is that I need to see far fewer files. Unfortunately, that also means providing service to fewer people. My husband has moved into full retirement, and I need to move in the same direction.

I will be sending letters to clients in the next month to provide formal notices that I will not be available to complete your tax returns for the 2024 year.

For clients that I will be able to support, we will focus on transmission of data through the secure encryption service. Delivery of tax returns will also be through the same service. I have downsized my office space and will not have regular hours during tax season. Consultations will be limited and by appointment only. I will continue to have the same email address and phone number.

I have contracted with CPA.Charge to provide an encrypted, highly secured payment processing service. The link will be available through my website. Payments may be made with debit or credit cards, or e-check withdrawals from your bank account. I will also continue to accept personal checks and cash.

I am providing service for individuals only; I am not able to support business tax returns. Trusts and estate engagements are not affected, I will continue to assist with those reporting obligations.

If you need to contact me, please use email. I am not monitoring the phone system at this time.

Thank you.

Please contact Shirley at sypcpa@verizon.net for instructions on accessing the client portal to transfer files.

Thank you for visiting.      

Shirley Y Pietrucha, CPA, MBA