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Turnaround time for tax filings is dependent on when we receive ALL your documents and the complexity of your return.

Items 1-4 are REQUIRED documents & necessary questions you need to answer to process your filing. We will not begin processing your return until we receive these documents.

**Where possible, please combine your documents into one file, scanned documents are best quality. Providing all of your documentation at one time makes our process most efficient. It is our practice to process all tax returns on a first come first served basis.

  1. Review, sign & date: Engagement for Services Agreement.
  2. Complete, sign & date: Required Tax Preparation Checklist noting all applicable items to your tax return. We rely on this form to ensure accuracy of your tax returns.
  3. Provide a copy of each taxpayer’s driver’s license (or provide the ID number, state of issue, issue date, and expiration date)
  4. If you want direct deposit, provide your bank routing and account numbers.

NEW CLIENTS ONLY must first contact the office through Contact Us WebQuery form to ensure we are accepting new clients. Once accepted, please fill out our New Client Taxpayer Information Worksheet.

WORKSHEETS  are available for Child Care Expenses, Businesses and Rentals, as well as Medical Expenses and Donation Logs

Payment for services is due when your taxes are completed. We will send you an electronic invoice that you can safely pay online with your checking account. If you want to use a credit card there will be third party convenience fee, offered upon request.

Once we receive all of your documents, we will be in touch via email to let you know that we have received them.  Your tax preparer will follow-up with any questions.

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