Supplying Information – We are asking for the tax documents before you have your actual tax appointment. That allows us to review the documents and ensure we have what is needed to prepare your return. If you receive information that must be printed, please have that printed and ready for us.
Portal Use – We are offering free use of our portal to upload your information securely. Call for assistance on how to access. We also offer faxing as an option, however please don’t email documents.
Tax Appointment – At your tax appointment your return will be completed provided all documentation has been supplied. You’ll get all of the original documents back as well as the completed tax return.
Due Diligence – IRS reg changes to the Due Diligence Requirements when filing for Head of Household, Earned Income Credit, Child care credits, and Education credits are continuing.