Repeat Client Tax Prep

OUR 2019 TAX PREP CALENDAR WILL OPEN ON DECEMBER 16TH

Once confirmed for a Tax Preparation appointment, a comprehensive organizer will be provided with last year's information. The organizer should be reviewed for any big changes that occured in 2019. Any documents pertinent to 2019 should be uploaded to the client portal or brought to our office to scan prior to the appointment. Client requests, files, and billing will all be accessed from the client portal.