In an attempt to make things EASIER for my 'Out of Town' Clients.... As well as those who have HECTIC work schedules.... I am providing a simpler way of submitting the necessary documents needed for completion of your tax returns...
Follow these simple steps and you'll be on your way to receiving the highest possible refund
STEP 1:
Gather ALL of the necessary documents:
-Photo ID
-Social Security Card
-W-2(s) or 1099 Forms
-Dependent(s) Documents *IF Applicable
Dependent(s) Social Security Card(s):
Dependent(s) Date(s) of Birth: (See Step 2)
Relationship Status (Also see Step 2)
-1098T Form from Accredited College or University
*If Applicable to You or Your Dependent(s)
Step 2:
* PRINT the following Document
(Use any PC or MAC/ Printer combination that you have access to "Home, Work, FedEx Kinkos, Library etc.")
1.) From your PC (personal computer) or MAC, Hover over image above and left click the mouse, revealing the picture in a window by itself.
2.) Hover directly to the Right or Left of the image and right click your mouse (allowing you to see this image in order to Print the document)
* Fill Out Every Applicable Entry
(Taxpayer/Spouse/Dependent)
-Be sure to Sign and Date-
Step 3
-Once You Have Gathered all the Necessary Documents and Completed the Client Information Sheet, Send EVERTYHING to:
Please include your First & Last Name, as well as the tax year in the Subject Line of the Email
*** For Added Security, Copy and Paste The Following Message within the Body of Your Email***
Disclaimer: This electronic message may contain information that is Proprietary, Confidential, or Legally Privileged or Protected. It is intended only for the use of the individual(s) and entity named in the message. If you are not an intended recipient of this message, please notify the sender immediately and delete the material from your computer. Do not deliver, distribute or copy this message and do not disclose its contents or take any action in reliance on the information it contains.
Once I have received ALL of your Documents, I will contact you As Soon As Possible.
Or... If You Have Any Questions
Contact Me
(901) 300-0484
Thank You All for Your Continued Patronage...
See You Soon!!!
