Preparing for your visit

 

IN-PERSON VISIT:

 

  • Schedule an appointment for an IN-PERSON office visit here
  • Upload all the required documents listed HERE, including the Engagement Letter and Client Tax Organizer (“CTO”) for the Tax Year 2021.  (MUST follow Tax Preparation Checklist section in CTO) at least 2-business days prior to your appointment. [If any of these items are missing, it will increase your wait time].

Note: When you send documents via email (or uploaded via our website, please email) indicate in the Subject line: "In Office Visit - MM/DD at XX am/pm" the date & time of your appointment.


All IN-PERSON clients must be fully vaccinated against COVID-19 for an on-site visit. If you are not yet fully vaccinated, please opt for a Virtual Visit.

 

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VIRTUAL VISIT:

  • Upload all the required documents listed HERE, including the Engagement Letter and Client Tax Organizer (“CTO”) for the Tax Year 2021.  (MUST follow Tax Preparation Checklist section in CTO)
  • Pay $100 retainer fee (will be applied towards our tax prep service fee)
  • We will review your submission and get back to you for questions/clarifications
  • Once the submission is reviewed, we will prepare your return and discuss your return, if needed to finalize it
  • Pay our remaining preparation service fee 
  • You will receive a PDF copy of your final return and e-file authorization form for your signature via email
  • Once we receive signed e-file authorization form, we will e-file your return