Welcome

Welcome to tax filing season for the 2020 returns.  As always, we wish to offer you the best possible service we can.  Unfortunately, due to the current COVID 19 epidemic we are trying to limit the number of people in our office to keep our clients as well as our staff safe.

Our plan is to ask you to get us your tax documents ahead of time either by dropping them off at our office, snail mail or by using our secure client portal available on our website.  It would be helpful for you to also submit either a RETURNING CLIENT drop off sheet or a NEW CLIENT drop off in addition to your documents.  This will help us to prepare an initial return with updated information.  Both forms are available on our website.

Once your return has been initially prepared, one of our staff will get in touch with you to ask or answer any question you may have.  It is very important to us that you understand and agree with the tax return we have prepared for you prior to signing and filing so we will do our very best to meet your needs.  We have the ability to review your return with you virtually or on the phone.  In some cases, it may be necessary to have an in-office meeting, but this can be determined between you and your tax professional.

You may drop off your documents at our office at any time.  In addition to our web portal, we have a drop off box located by our front door.  Should you decide to use our client portal, please send an email request to robin@ajefinancial.com and we will send you an invitation.  This will allow you to forward us your scanned documents in a secure manner as email is not secure.

Beginning February 1st, our office will be open Monday through Friday 9am to 9pm and Saturdays and Sundays from 9am to 4pm.

We wish you and your family the very best of health in this new year and together we will get through this.  Please feel free to give us a call if you have any questions or concerns.

Thank you for your continued support and understanding.

Robin L. Wdowiak

Drop-Off Sheets

The experts at AJE Financial Services work with business and individuals to provide a variety of Bookkeeping, Account, Payroll, Business and Personal Income Tax Services.  Many of our clients are from surrounding areas such as Springfield, Wilbraham, Belchertown, Ware, Palmer, Chicopee, South Hadley and Granby.  

We are experienced in various other state tax preparation including Connecticut and have many clients from the Enfield area.  These days with the increase in technology, we can communicate with our clients via the internet and email. So, wherever you are located, we can help.

Are you interested in outsourcing your financial recordkeeping?  We can help you maintain full compliance with federal and state regulations and provide the financial information necessary to better manage your business and your life.

AJE Financial Services is certified with the Supplier Diversity Office (SDO) of the Commonwealth of Massachusetts as a Woman Owned Business Enterprise (WBE).

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.