We can help! Just take the following steps to have a stress-free, non-time consuming tax prep year AND get the lowest tax bill legally possible.
Step 1: Give us a call. We can email you a couple documents. If you are a new client we may be able to give you a quote.
Step 2: Select Tax Organizer fill-in. This is a not a “must do” for you to fill out but it does help with the process if you do and it is a great memory jogger to give you ideas of what items you need to provide. Either use the Fill-in option and attach it to an email it or print, fill in by hand, and scan, fax, or mail it in to us.
Tip for the technologically challenged: fill-in the organizer, save it to your computer and then attach it to an email.
Step 4: We will email you the return for your review. You can then print out the e-file authorization form and get it back to us.
Step 5: You can come in to pick up a copy of the return or we can mail or email it to you.