Ideally we would like to have an initial interview with you to understand your tax situation. If time is the consideration, you can just drop the documentation off, mail or Fax it to us. When you do that, please attach a note with the additional basic information mentioned in the next sections.
After the initial interview, we would like you to leave the documentation with us. We will need some additional basic information such as dates of births, Social Security numbers, contact phone numbers, e-mails, etc. We will also need a copy of the previous year tax return.
If needed, we will follow up with additional questions.
When the return is completed, we would like you to come to our office for the final review.
After your acceptance of the prepared taxes as indicated by your signature, the return will be filed electronically (or printed for you to be mailed it out if you whish to do so).
You do not have any payment obligations until you review and sign the return for filing.
All returns are prepared in accordance with the applicable Federal and State tax laws and regulations.
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