After Scheduling an Appointment

Thank you for scheduling your tax appointment! 


IF YOU ARE A CURRENT CLIENT
In order to process your tax return in a timely manner, please provide your documents to me about a week ahead of time. 

You may do this via:
  • Sharefile: upload your documents to my secure sharefile site.  Note - noone else can view these documents except myself: Please copy and paste the following link into a new tab:   https://juliedorseycpa.sharefile.com/r-r369e7ebd8c948a7b   When you have dragged your file over, click on upload.
  • You can drop them off in person
  • Fax them to 253-276-0108
IF YOU ARE A NEW CLIENT
Please bring your tax documents and your last 3 years tax returns to the appointment and I will do a free review of them

Thank you!
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