01/19/2022
Dear Tax Clients:
After careful consideration, Kelly Lamb and I (Judy Griggs) have decided to retire from our tax
preparation business. For my next chapter, I want to spend more time with my family and take care of
my health. Kelly will be spending all her time managing all of our stores.
For your future tax preparation needs, please seek the services of another tax professional.
If you would like a referral: Tammy Adams at L.T.K. Income Tax Services, 414C MLK Jr. Pkwy S, Phenix
City, AL 36869 (next to Rainbow Foods on Hwy 431). Phone: 706-329-8012.
If you prefer a CPA: Jeff Temple, 1101 Broad Street, Phenix City, AL 36867. Phone: 334-298-3166.
Tammy prefers you make an appointment, but she can take some walk-ins. Please call to see what days she will take walk-ins.
Jeff Temple is by appointment only. If you choose one of these referrals, please
let them know that you were referred by us, or show this letter to them.
To share anything with anyone other than yourself, I will need your written permission. If you need any
paper copies, there is a charge for printing and postage.
The IRS requires me to maintain return documentation for a minimum of 3 years following the date the returns were filed. All paper files in my possession will be shredded October 2024.
I will not disclose your personal information to any third party without your express written permission,
except where required by law. I will continue to maintain physical, electronic, and procedural safeguards in compliance with federal regulations to protect your personal information from unauthorized access until all of your records are purged from my premises.
My E-mail address: [email protected] will continue to be active.
Even though this is goodbye, Kelly and I will miss all of you and appreciate that you've placed your trust in us for your tax preparation needs.
Thanks so much for all of your business and friendships!