Dear Client,

Thank you for being part of the OSO Tax Service family. We want to let you know how much we appreciate you. If you’ve already been in to see us this year, thank you so very much. It’s always great to see familiar faces. If you haven’t been by yet, we can’t wait to see you.

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Can you believe March is already here? We wanted to share a few reminders and benefits you can enjoy this tax season:

No-Obligation Tax Estimate

A full tax preparation. We’ll perform a complete workup of your tax filing; you only pay when you choose to proceed with filing.

Returning Client Discount

Our exclusive VIP discount offers up to 35% off your tax preparation fees as a token of our appreciation for your loyalty.

Convenient Appointment Scheduling

It’s easy to book your appointment using our [online system] or you can simply call or stop by. Appointments are recommended; walk-ins are always welcome.

Flexible Payment Options

Refunds can be applied toward your tax preparation fees. (Eligibility requirements and third-party fees apply.)

Referral & Thank-you Program

When you refer a friend, they’ll receive a discount of $25 on their tax preparation, and if they schedule an appointment before St. Patrick’s Day (March 17, 2025), this discount increases to $50. Plus, you’ll get $20 for each referral that files with OSO Tax Service. Please note: To secure these benefits, your friend must present their personalized coupon when OSO Tax Service begins preparing their taxes. Simply have them bring the coupon when we start their tax preparation.

As well as the VIP benefits we offer, here are some things to know.

Business Filing Reminder

If you run a business, some have a tax deadline of March 17, 2025, which is only a few weeks away. Please come in soon to ensure your business taxes are filed on time even if you’re still working on your personal return.

Deadline Reminder

Your personal tax filing deadline is fast approaching. Please schedule your appointment as soon as possible to avoid the last-minute rush.

Tax Preparation Tip

And if you’re still gathering your documents, don’t worry. We can begin preparing your taxes right away and add additional documents as they arrive. The sooner we start, the smoother the process will be!

To liven up the season, we’ve included a fun trivia question. Have you answered it yet?

Drop your answer on our Facebook or Instagram page. Follow us to see the correct answer and the winner, which we will announce in a couple of weeks.

Trivia Question

Which social media app recently topped Apple’s US App Store rankings as users explore alternatives to TikTok?

Can’t wait to see your answer.

Once again, thank you for being such an important part of our family. We look forward to visiting with you. If you have questions, need clarification, require a review, or are launching a new business, our team is here year-round to offer the personal and professional assistance you deserve.