I personally sit down with almost all of my clients every tax season. This provides you with an opportunity to ask questions and learn how to improve your tax and financial situation. Many of my competitors prefer to delegate this job to a receptionist or office assistant who collects your signatures and money but offers little in the way of explanation of your return or advice on things that you should be doing differently. I always make time for clients who need extra help after tax season with anything ranging from audit assistance to figuring out how to retire.
Todd's Tax Service LLC
Now accepting new clients. - Please stop in the office with a copy of your 2017 return and your 2018 tax information. We will give you a fee quote up front and an appointment to review and sign your returns and answer any questions. This is the only method we now use for acceptance of new clients.
I welcome new clients. Feel free to call or stop by the office to chat before setting an appointment with me if you have questions not addressed here. All information is kept strictly confidential. Questions are designed to assist me in quoting you a fee, an appropriate "settlement option" etc.
I do cutoff acceptance of new clients near the end of the filing season as I reach capacity. Please come in before April 10th to insure good service.
If you have a business, it is a good idea to speak with me before we set your tax preparation appointment to insure that I will be a good fit for your needs. For your protection (and mine), I insist that small business clients maintain good records and agree to follow the law. My job is to accurately prepare your returns and work with you to legally minimize your tax liability, while taking advantage of loopholes, deductions, and credits that can benefit you. I do not accept new clients with any type of farm activity.
Want to go 100% Paperless? Simply indicate your preference in the new client info form so we can work 100% digitally with you (no paper).
New clients must drop off their information prior to their appointment - allowing the most efficient service. Please drop off your prior year return, completed checklist (see checklists page) , tax documents etc. Also include a voided check for direct deposit/debit of your tax refund/balance due.