Returning clients
Here is what you need to do:
The first step in the process is to obtain the 2011 Tax Organizer Booklet.
The book is available as a download on by clicking on the button to the left labeled "Tax Organizer."
To access the booklet, you will need you will need your username and password.
All Username and password letters will be mailed Jan 9, 2012. If you have not received your username/password by Jan. 13, 2012, contact us by phone or email. If you have moved since December, 2010 and have not given us your new address, please contact our office.
After clicking on the "Tax Organizer" button, scroll down the page to the table which shows all the booklets available. The booklet you need will be listed there. Click on the 2011 version of the business you need, and a window will open asking for your user name and password. Type in your information and the booklet will open to allow you to print it.
After downloading and printing the booklet, go through it, and fill in all pages that apply to you. Then mail the booklet, any supporting documents requested in the booklet to us. We will prepare your return and then contact you for payment information, and to inform you of the results.
The usual turnaround time to complete your return is 10-14 days after we receive it, if we have all the information we need. In order to assure that your return is completed by April 17, 2012, your information MUST be in our office by March 26, 2012.
Clients wishing to come to our office: be sure to bring all the information as shown above. Please call early for appointments, as office appointments fill up quickly.
Last Modified: 01/16/2012
