After Scheduling an Appointment

Thank you for scheduling your tax appointment!

I will need the following for your appointment.

  1. Questionnaire answered

  2. tax documents. New people, need last 3 years tax returns

QUESTIONNAIRE

click on link below, fill it out, submit & I will receive it

https://docs.google.com/forms/d/e/1FAIpQLSftVJQWEQDIvQp2eGNFu80N2Q3sRZDY5qACTAdggz3PwZwCAw/viewform?usp=sf_link

Tax Documents

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:

Note - noone else can view these documents except myself.

Please wait to submit all documents at one time and put your last name in the file name

    • You can drop them off in person. Please leave them in the dresser on the portch. It is very secluded area. Text me at 253-737-8111 when you leave them and I will retrieve them shortly.

    • Email them juliedorseycpa@hotmail.com

    • if there are not many documents you can even take a picture and text it to me at 253-737-8111. if you have more than 3 documents please use a different method.

IF YOU ARE A NEW CLIENT

I will need your last 3 years tax returns, and I will also do a free cursory review to make sure you got the most refund.


ANYDESK remote software

If you do not have the app, click this link prior to your appointment https://anydesk.com and download the free version (click on the Download Now red button). you will know you are at the right screen when it says

This Desk with a 9 digit number, and Remote desk with a box to enter my remote address.

Thank you!