FAQ
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What do I need to do to have you start reviewing my tax documents for the upcoming year?
We need last years tax return, the client information sheet filled out under the resources tab and all current tax documents for the past year.
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Do I need to provide all documents at one time?
Documents should be submitted once you have received all of them. If you expect a tax document to come in late we can file an extension for you.
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Is payment required upfront for the tax return or once your ready to file?
A retainer of 50% is due upfront with the remaining 50% due at time of filing.