General Office Information
It depends. If things are fairly consistent from one year to the next, you may simply upload your documents to the portal or drop them off at the office. If you need to ask a question or two, then scheduling a phone call is the best way to make sure someone is available (and not in a client meeting or working on returns) to answer your questions. If things have changed dramatically from the previous year, then an in-person interview might be best.
Please bring a copy of your prior year return, the dates of birth, complete social security numbers, and names of everyone listed on your return, along with your documents for this tax year. If you own rental property or your own business, please bring a federal and state depreciation schedule. If you provide us an email address when you call, we will set up a client portal for you and make an organizer available to you to facilitate gathering your information.
Tax Return Preparation Process
Usually two weeks. The closer we get to the filing deadline, and the more returns that come in, the longer it might take.
Is there a deadline to have my information to you to in order for it to be ready by the filing deadline?
For individual returns, that date is on or about March 20th to ensure that your return is completed by the filing deadline.