Complete a packet BEFORE making an appointment as there are only so many times available. If you continually reschedule due to unpreparedness, it takes an appointment away from another client. And please be advised that a cancellation, without 24 hour notice, will result in a cancellation fee.
To achieve the best results and service, a completed tax packet is essential. This maximizes our time working on your return and not spending time finding receipts and forms.
The packet provides priceless help with deductions, as I don't believe in giving the government any more money than necessary. You are also less likely to miss reporting necessary tax forms (IE. W2s, 1099s, etc.).
So if you can't tell by now, I need you to do your packet. :)
For clients who do not have business expenses, there is a simplified tax packet this year.
