Please use our income tax organizer booklet. This tool enables us to better, and more accurately, prepare your returns. After you have filled in the booklet, you would then mail the booklet, as well as all documents requested in the booklet. Please send us all the pages. If some of the pages do not apply to you, then write N/A or an "X" on the parts that do not apply. This is to insure that you have seen all pages and important areas, and will help reduce un-necessary delays caused by missing information. We cannot be responsible for missing information.
If you have any unusual circumstances, please send us a detailed explanation or a copy of it in or with the booklet. When we receive your information, we will review it, and if there are other items we need, or information that needs clarification, we will contact you.
The booklet, as well as all information sent to us, will be returned to you as soon as possible after completion of your return. When your return is complete and has been reviewed, we will contact you by mail or phone to inform you of the results and to arrange payment for our services.**
Toward the end of the tax season, an extension of time to file may be included; if we believe it is necessary. If we received a check for payment that does not clear the bank, an additional charge of $30.00 will be added to cover the bank charges.
