Getting started with our Firm is as easy as getting in touch with our New Client Administrator, Jeri Duncan, and starting to send in information for your Personal or Business tax returns.
Individuals: Below is an Individual Personal Organizer you can use to start filling in the information we need to prepare your tax return and lists the other information we need. Don’t feel like you need to have everything in order to get started. Simply fill out the Engagement Letter and start with the basic retainer and our team will be in touch with you immediately to help you every step of the way.
Business owners: Below we have also created a Business Tax Return checklist to get you started gathering the information we’ll need to prepare your tax return. Please start by filling out an Engagement Letter and then our team will contact you immediately to work on assessing the condition of your ‘books’ and if we can even get a copy of your QuickBooks© files to expedite the process.
If you have any questions or concerns regarding our services, prices, or what to expect when working with our firm, we encourage you to talk with Jeri Duncan.
Thank you and we look forward to working with you!!