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! |