Tax preparation office

Hartsdale Commons Tax Services · Tax preparation office · Rochester, NY

Noor Holmqvist is the office manager at Hartsdale Commons Tax Services in Rochester, and she plans the client newsletters, window posters and lobby screens around the filing calendar, with an enrolled agent reading anything that states a rule before it goes out.

Legal and professionalContentGallery3 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 agent
Use this template

Office picture wall

Posts and newsletters
S
Still missing a form? Send us what you haveExtension deadline remindersSent
T
The October extension deadline is closeExtension deadline remindersSent
W
What counts as a business mileSummer estimates and bookkeepingSent
A
A client's first year of freelancing, in her wordsSummer estimates and bookkeepingSent
M
Mid-year check-in appointmentsSummer estimates and bookkeepingSent
H
Home office deduction: the plain versionSummer estimates and bookkeepingSent
R
Receipts worth keeping and receipts to tossSummer estimates and bookkeepingSent
Q
Quarterly estimates for the self-employed, explainedSummer estimates and bookkeepingSent

Tables

Posts and newsletters

29 sample rows · 13 columns

Every client newsletter, window poster, social post and lobby screen: who writes and checks it, how far along it is, and its picture.

HeadlineSeasonStageRuns asWritten byChecked byCheck time
Extension filers: your final checklistExtension deadline remindersApprovedWindow posterNoor HolmqvistEmeka Vandersloot-Rao15
Final days to file an extended returnExtension deadline remindersApprovedFacebookNoor HolmqvistEmeka Vandersloot-Rao10
Lobby reminder: bring your photo IDExtension deadline remindersApprovedLobby screenNoor HolmqvistLucinda Aspinall-Fry10
After the deadline: what happens to a late returnExtension deadline remindersApprovedClient newsletterNoor HolmqvistEmeka Vandersloot-Rao40
Estimated payment due dates for the last quarterYear-end planningPreparer checkWindow posterNoor HolmqvistLucinda Aspinall-Fry15
Year-end moves that can lower a tax billYear-end planningPreparer checkClient newsletterNoor HolmqvistEmeka Vandersloot-Rao45
Charitable giving records you will needYear-end planningPreparer checkFacebookNoor HolmqvistEmeka Vandersloot-Rao20
Bookkeeping cleanup before the books closeYear-end planningPreparer checkClient newsletterNoor HolmqvistLucinda Aspinall-Fry30
Hiring season help: meet our new preparerYear-end planningDraftingFacebookNoor Holmqvist——
Gift tax questions we hear every DecemberYear-end planningDraftingClient newsletterNoor Holmqvist——
Getting ready for filing season, step oneGet ready for filing seasonDraftingClient newsletterNoor Holmqvist——
Opening day for appointmentsGet ready for filing seasonDraftingWindow posterNoor Holmqvist——

17 more rows

Seasons

5 sample rows · 6 columns

The stretches of the tax calendar the office plans its posts around, each with its run dates.

SeasonStartsEndsStatePosts
Spring filing seasonMar 25, 2026May 19, 2026WrappedYour tax organizer, page by page, Documents to bring to your appointment, Why your refund may look different this spring, Appointment slots are filling: book early, What we mean by a complete return, Thank you for filing with us
Summer estimates and bookkeepingJun 13, 2026Aug 17, 2026WrappedQuarterly estimates for the self-employed, explained, Receipts worth keeping and receipts to toss, Home office deduction: the plain version, Mid-year check-in appointments, A client's first year of freelancing, in her words, What counts as a business mile
Extension deadline remindersSep 11, 2026Oct 21, 2026RunningThe October extension deadline is close, Still missing a form? Send us what you have, Extension filers: your final checklist, Final days to file an extended return, Lobby reminder: bring your photo ID, After the deadline: what happens to a late return
Year-end planningOct 14, 2026Dec 15, 2026RunningYear-end moves that can lower a tax bill, Charitable giving records you will need, Estimated payment due dates for the last quarter, Bookkeeping cleanup before the books close, Hiring season help: meet our new preparer, Gift tax questions we hear every December
Get ready for filing seasonNov 10, 2026Jan 14, 2027PlannedGetting ready for filing season, step one, Opening day for appointments, Seasonal preparer team photo, What a new tax law means for your return, Lobby slide: documents checklist

Also included

  • Post boardStage rules
  • Send day tomorrowNotificationReminds Noor one day ahead of a post's planned send date.