Visiting a Tax Preparer
There really is no secret or special process to visiting a tax preparer.
But just to maxamize your results and minimize your effort, here are
some simple steps. Each of these are a link to a page with more details or help.
Prepare for the visit.
This assumes that you are coming in to have your tax return prepared.
(Actually, some people prefer to simply mail us their records and
we communicate concerning any questions using email or phone calls.)
Here are some handy check lists.
Make an appointment
if you prefer not to mail us your information.
Before we can assist you on your tax return, we must have a signed
Letter. We suggest you print this in advance
because if you are married, both the taxpayer and spouse must sign it.
If you are mailing your informationto us, please include this.
Also, it refers to our
Privacy Statement that you should review.
Effective January 1, 2009, we are required to request your consent to
use your tax information if it is to be used for any purpose other than completing
your tax return.
To be valid, we must obtain this before presenting you with a completed tax return.
Note that our tax return preparation services are not contingent upon
you completing this form.
Signing the form does not mean that you will receive solicitations from us. But even
if you ask about other services, if we do not have this form signed and on file then
we must request your information to be given to us again.
Therefore, it would be helpful if you reviewed, signed, and brought in the
Consent to Use form.
- Finding us.
Most people have a few concerns about what it might cost to visit a tax
professional. At one time we did too. This will be an issue in particular
if you have heard stories of people paying $500 to $1000 (or more!) for a tax
return. Sure, there are complicated returns that can cost that much, but most
are far less.
We price tax return preparation based on the number of forms used and the
complexity of the return, so prices do vary.
If you would like an estimate of the cost of your tax return then we ask that
you provide a copy of the prior year's return. We will work through the return
and provide an estimate of what we would have charge the previous year for
completing that tax return. To the extent that your situation is similar then
you can anticiapte that our fee will be similar.