Accepting New Clients
1) If you are using the cell phone app, click on the three bars at the top left.
2) Click on the Free Tax Organizers tab
3) Read the first PDF "Required - ALL Clients New & Current. Please Review These Items".
4) Download and fill out all Tax Organizers that apply to you, then SAVE them to your computer.
5) When you have all your documents together, you have 3 options.
OPTION 1: Scan (or take clear pics) of the documents you have, upload, and email them to me.
OPTION 2: Email the prepared Free Tax Organizers and then drop off your paper documents to my Secure Lock Box. Once they are in the Lock Box, email or text me to let me know they are there.
OPTION 3: Schedule a Face-To-Face meeting. Email, text or call to arrange a date and time. The day before your appointment, email me the Tax Organizers and any documents that you want. Bring to your appointment any other documents I need.
6) If you provided me with everything I need, I can typically have your returns completed within 24 hours. More complex returns are usually missing documents (I email you a list of questions as I work), and those returns will be completed within a reasonable time of my receipt of all needed documents.
7) When I finish, I contact you with the results and I obtain your AUTHORIZATION to E-file your returns. I require that you Reply to an email from me authorizing this so that I have a paper-trail.
8) Payment to me, my company Mid-America Tax, can be made by using Venmo. Easily downloadable on a computer, android or iPhone.
I am here to give you peace of mind that I will take this Taxing Burden from you.
*** NOTE: I do not prepare tax returns in front of clients, however I will meet with you to answer any questions and go over your documents to make sure I have everything I need.
Are you ready? Do you have any questions?
Call or EMAIL me today.
** Our GUARANTEE to beat H&R Block prices (applies to their in-store tax preparation services).
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