Ms [redacted] was interviewed by Mr [redacted] on Saturday, February 20th, for preparation and filing of her individual tax returnAdditional documentation was required prior to complete and file the return with the appropriate tax agenciesMr [redacted] offered to the taxpayer to submit the tax forms via secure e-signing after the receipt of the missing documentation and final review is completedAlso, Mr [redacted] stated that for the convenience of the client, the original folder with all tax forms and supporting documentation can be deliver to the taxpayer primary residence by USPS Priority Mail, not NextDay Express Mail as stated by Ms [redacted] Taxpayer agreed stating that she wants to get over filing her return due to multiple things going on at that particular dateThe additional documentation was sent by the client on the same date after hoursMr [redacted] was able to review and complete the return on 02/25/2016, same date the return was sent via secure RightSignature requesting e-signature from clientDocument was reviewed by Ms [redacted] on 02/25/2016, 11:47PM per audit tracking reported to our firm and signatures were executed and delivered by Ms [redacted] on Friday 02/26/2016, 8:40PMAt that time, our office is legally authorized by the taxpayer to proceed filing the return with the [redacted] and the [redacted] On 02/27/2016, the [redacted] accepted the return, with Submission ID [redacted] Finally, original green folder with the originals taxpayer forms were sent via [redacted] Priority Mail on 03/03/2016, Tracking No [redacted] Due to the heavy volume of calls and email message during the high peak of tax season, our office does not guarantee any type of timeframe to complete and return callsOptimo Financial Services Inc is managed and operated by [redacted] and [redacted] and at all time, all our long term clients are advised about our limited scheduling and availability of servicesWe expect to Ms [redacted] to pay for the services rendered.If there's any additional questions regarding this matter, please feel free to contact me directly to [redacted] or by email to [redacted] Respectfully, [redacted] ***President- Managing Director
Ms [redacted] was interviewed by Mr [redacted] on Saturday, February 20th, for preparation and filing of her individual tax returnAdditional documentation was required prior to complete and file the return with the appropriate tax agenciesMr [redacted] offered to the taxpayer to submit the tax forms via secure e-signing after the receipt of the missing documentation and final review is completedAlso, Mr [redacted] stated that for the convenience of the client, the original folder with all tax forms and supporting documentation can be deliver to the taxpayer primary residence by USPS Priority Mail, not NextDay Express Mail as stated by Ms [redacted] Taxpayer agreed stating that she wants to get over filing her return due to multiple things going on at that particular dateThe additional documentation was sent by the client on the same date after hoursMr [redacted] was able to review and complete the return on 02/25/2016, same date the return was sent via secure RightSignature requesting e-signature from clientDocument was reviewed by Ms [redacted] on 02/25/2016, 11:47PM per audit tracking reported to our firm and signatures were executed and delivered by Ms [redacted] on Friday 02/26/2016, 8:40PMAt that time, our office is legally authorized by the taxpayer to proceed filing the return with the [redacted] and the [redacted] On 02/27/2016, the [redacted] accepted the return, with Submission ID [redacted] Finally, original green folder with the originals taxpayer forms were sent via [redacted] Priority Mail on 03/03/2016, Tracking No [redacted] Due to the heavy volume of calls and email message during the high peak of tax season, our office does not guarantee any type of timeframe to complete and return callsOptimo Financial Services Inc is managed and operated by [redacted] and [redacted] and at all time, all our long term clients are advised about our limited scheduling and availability of servicesWe expect to Ms [redacted] to pay for the services rendered.If there's any additional questions regarding this matter, please feel free to contact me directly to [redacted] or by email to [redacted] Respectfully, [redacted] ***President- Managing Director