After we get your information, we will call or email you to let you know that we have received it.
When we start working on your return, we will call you with any questions we might have.
When we are finished with your return, we will call you to go over it with you and see if you have any changes to make. Once you have approved the return, we will e-file your return to the IRS and to your State (unless there is a reason a paper return is needed).
We will then mail (or email if you prefer) a copy of your return to you.
We accept debit/credit cards, checks, money orders or cash. If you cannot pay at the time of service, we will give you a bill. Our payment policy if you can't pay at the time of service, allows you 30 days to make payment before a late fee is applied. After 30 days any discount you were given is also removed and you will be required to pay the full amount plus the late fee.
You can mail, fax or email your tax information to us. Please use the check-off lists below to make sure you include everything. If you prefer, you can print out the check-off list and write your amounts next to each item. For example, next to "Medical Expenses Paid" write the total you paid for medical expenses. (We do not need to see each receipt - we just need the total amounts. If we need to see the receipt, the list will say "send copy". Remember, the IRS requires that you keep all of your receipts for at least 3 years.)
Great Customer Service is our goal!
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Tax
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LLC
All customers please send this cover page with your information.
Use this check-off list for your personal return.
If you have your own business or if you received a Form 1099, please use this check off list for the business portion of your return.
If you are a new customer we will need your personal information on this list.
If you are a Truck Driver, click here to see a list of possible deductions.
