How it works:
In order to work with you I will need enough information to e-file a tax return . If we haven't worked together before please phone the office to establish a relationship. (We will ask personal questions and we don't want the answers to them online. ) Once you request or make an appointment, whether by phone or email, you will receive two things in your inbox: an email proposing or confirming an appointment and an email containing an invitation link from Intuit to upload documents more securely than email. Of course you may also bring in your documents to your appointment.
Please note:
Identification:
You will need to bring a Drivers License or State ID to your appointment. You can upload a image of the front and back of your ID as well. This is required information that needs to be entered each year.
Efile Forms:
In order for your return to be submitted electronically a Federal and State efile form will need to be signed and dated and returned to our office. This can be uploaded
Weekdays
Mon – Thu: 10am-5pm
These are the most available appointments and if you are free for one of these please request this. Appointments generally last 1 hour depending on complexity of return. First appointment of the day is 10 am and the last appointment generally is at 4 pm. During heavy tax season appointments may be made later on a case by case basis.
Evenings
Mon – Thu: 6pm
There aren't very many of these. If you don't need it please try for a weekday appointment. We may accommodate your requested time on a case by case basis.
Saturdays
Mon – Sun: 11a
Saturday appointments start in February and generally end mid April.
W-2s
1099s
1095 (Health)
1099- Composites Interest Income
1098s - Mortgage Interest Statements
Drivers License or State ID Card
For new clients: Most recent completed/submitted tax return for review.
If you KNOW you won't be filing by April 15th we can help you file an extension. Of course an extension only extends the time to file, not the time to pay any taxes due. The government is not offering interest free loans to taxpayers. We can help you determine how much to send to each taxing authority. If we can get your information we may be able to complete the extension by email or phone and send you vouchers ready to use to pay by April 15th.
Please note:
Identification:
We will your Drivers License or State ID information to file an extension. You can upload a image of the front and back of your ID. This is required information that needs to be entered each year.
Efile Forms:
In order for your extension to be submitted a Federal and State efile forms will need to be signed and dated and returned to our office.