Your Office Visit

Please call our office to schedule your appointment. It is important for you to speak with a tax professional when you drop off your information to be sure we have everything needed to prepare your returns accurately. Below are some things to keep in mind. 

• Allow a few minutes for us to look over your paperwork & make copies of your ID & SSN cards, etc.
• You may complete a Client Origanizer from Forms & Worksheets before your visit.
• We will prepare your return using the information provided.
• If we need any additional information, we will contact you in order to complete the return.
• Once we complete the return, we will call and discuss the results and set up a time for you to pick up your completed return.