Thank you for the opportunity to assist in the preparation of your tax returns.
There are a few pieces of information that you can gather in advance to facilitate the process and ensure the accurate and timely completion of your returns.
*** NEW CLIENTS ***
Please be sure that you bring your prior year (or last year filed) Federal and State tax returns with you to your appointment. This is extremely important. If you can bring the last two or three years of returns, that would be even better! You know they are just all piled up together in some spare room collecting dust! Let us put them all on the free credit card size password protected flash drive that you will receive with your current year tax return to help eliminate some of the clutter from your life!
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