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 templateOffice picture wall
Posts and newslettersS
Still missing a form? Send us what you have
T
The October extension deadline is close
W
What counts as a business mile
A
A client's first year of freelancing, in her words
M
Mid-year check-in appointments
H
Home office deduction: the plain version
R
Receipts worth keeping and receipts to toss
Q
Quarterly estimates for the self-employed, explained
Tables
Posts and newsletters
29 sample rows · 13 columnsEvery client newsletter, window poster, social post and lobby screen: who writes and checks it, how far along it is, and its picture.
| Headline | Season | Stage | Runs as | Written by | Checked by | Check time |
|---|---|---|---|---|---|---|
| Extension filers: your final checklist | Extension deadline reminders | Noor Holmqvist | Emeka Vandersloot-Rao | 15 | ||
| Final days to file an extended return | Extension deadline reminders | Noor Holmqvist | Emeka Vandersloot-Rao | 10 | ||
| Lobby reminder: bring your photo ID | Extension deadline reminders | Noor Holmqvist | Lucinda Aspinall-Fry | 10 | ||
| After the deadline: what happens to a late return | Extension deadline reminders | Noor Holmqvist | Emeka Vandersloot-Rao | 40 | ||
| Estimated payment due dates for the last quarter | Year-end planning | Noor Holmqvist | Lucinda Aspinall-Fry | 15 | ||
| Year-end moves that can lower a tax bill | Year-end planning | Noor Holmqvist | Emeka Vandersloot-Rao | 45 | ||
| Charitable giving records you will need | Year-end planning | Noor Holmqvist | Emeka Vandersloot-Rao | 20 | ||
| Bookkeeping cleanup before the books close | Year-end planning | Noor Holmqvist | Lucinda Aspinall-Fry | 30 | ||
| Hiring season help: meet our new preparer | Year-end planning | Noor Holmqvist | — | — | ||
| Gift tax questions we hear every December | Year-end planning | Noor Holmqvist | — | — | ||
| Getting ready for filing season, step one | Get ready for filing season | Noor Holmqvist | — | — | ||
| Opening day for appointments | Get ready for filing season | Noor Holmqvist | — | — |
Seasons
5 sample rows · 6 columnsThe stretches of the tax calendar the office plans its posts around, each with its run dates.
| Season | Starts | Ends | State | Posts |
|---|---|---|---|---|
| Spring filing season | Mar 25, 2026 | May 19, 2026 | Your 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 bookkeeping | Jun 13, 2026 | Aug 17, 2026 | Quarterly 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 reminders | Sep 11, 2026 | Oct 21, 2026 | The 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 planning | Oct 14, 2026 | Dec 15, 2026 | Year-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 season | Nov 10, 2026 | Jan 14, 2027 | Getting 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 board
- Send day tomorrowReminds Noor one day ahead of a post's planned send date.
Related templates
- Architecture practiceBramblewood Terrace Architects3 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 agentGallery
- Grant writing consultancyTidewell Junction Grant Services4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Immigration practiceTidewell Valley Immigration Law3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 stage rule set · 1 agentGallery
- Notary and apostille serviceFlintridge Terrace Notary4 tables · 6 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentAgents
- Real estate law firmRosethorne Commons Real Estate Law3 tables · 5 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Accounting firmAlbright Tillman CPA Group5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentLinked tables