Pre-Appointment Telephone Consultation With Carolann
During this pre-appointment telephone consultation, we will gather the necessary information about your tax situation in order to prepare your personal income tax return. We will also review what documents you will need to bring to your Drop Off For New Clients Appointment. After completing the call you will receive an email with a scheduling link and our Data Intake Sheet.
Tax Preparation - Drop Off For Returning Clients
Tax Preparation - Pick Up For New and Returning Clients
This 15 minute appointment is reserved for you to review your tax return and sign e-file authorization forms. You'll leave with a copy of your completed tax return along with any original documents you left with our office. Payment is expected at this time.
Telephone Review of Completed Tax Return
Ideal for clients who wish to review their prepared tax return by phone prior to pickup. Once you have been notified that your return is available for pick up schedule a time and we'll call you to go over the results. When you come to the office to pick up your completed tax return...just sign & go.
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