This year we will continue to give clients the ability to go online and set their own appointment. To make your own appointment, click on the button below and enter your email address that can be used to remind you of your appointment, your first and last names and your phone number at which we can reach you.
Optionally, you may call 210-658-2587 or email us at:firstname.lastname@example.org to establish a time to meet with
Normally appointments are set for 1 hour on the hour which is typically all that is needed to prepare your taxes and send you on your way. If you know you have more complex dealings than average, please tell us when setting the appointment so we can allow additional time.
ASK ABOUT REFERRAL CREDITS!
IMPORTANT NEW REQUIREMENT:
For families with qualifying dependents who received the Advanced Child Tax Credit (ACTC), please bring IRS Letter 6419. If letter is not received or no longer available, then check your bank records to confirm the deposits. Your tax return must be reconciled by one of these methods to ensure IRS tax filing matching and avoiding refund delays and future notices.
Below we have a list of things that will help your appointment go smoothly. To download the PDF document, click on the button below (this may take up to a minute to download the first time and may not work on mobile apps).
Monday - Saturday - Appointment times on the hour 9:00am - noon & 1:00pm - 8:00pm
Federal law requires mandatory electronic filing for all tax preparers who provide services for more than 10 individuals which applies to our business. For married taxpayers, we MUST HAVE BOTH spouses signatures BEFORE we can e-file your tax return. For taxpayers who do not live locally and send their information to us, we must receive your documents/info no later than March 31st in order to complete your return and file it by April 15th.
It is difficult to quote a price as our rates are based on the number and type of forms which are required for your particular return or service. Our prices are very competitive and normally will be approximately 1/3 to 1/2 less than what you may have paid previously at one of the larger tax preparation companies.
In addition to accepting personal checks or cash at the time of the appointment or service completion, we also will accept credit/debit cards. There is no additional fee for processing debit/credit cards.