Advanced Personal Tax Return

Service Description

Who should schedule this appointment? This appointment should be scheduled by individuals who requires tax preparation with one or all of the following: * More than 2 W2s * Investment Income * Education Tuition and Fees * More than 1 state tax return filing. Upon booking the appointment, the client will receive an engagement letter, tax organizer and other documents to complete prior to the appointment. During the appointment, our firm will review the information and follow up with any documents that can assist with the preparation of the tax return. What this service includes? This service is for personal tax preparation only. It does not include accounting services or tax planning. You should contact our office to schedule a different appointment for these services. How is the deposit applied? The deposit amount will be applied to the cost of the tax return and final invoice. The deposit amount is COMPLETELY nonrefundable. Clients can reschedule the appointment ONLY once if necessary by contacting our office by email at assistant@washcpallc.com within 24 hours. If the client does not reach out in this time, the client will lose the deposit. The final cost depends on the time, preparation requirements and type of return you required processed. How to submit your documents to our firm Our firm uses an online server to retrieve information from clients. Clients can upload documents using the homepage of our website. Clients are required to submit their engagement letter, tax organizer and tax documents prior to the appointment. Upon booking, you will be provided a link to download the required files. Please note, if we do not have your documents at the time of the appointment, we may cancel your appointment. Follow up Our firm begins processing your information as soon as possible. In order to complete your return timely, we request you submit your information timely. If you are unable to do so, please feel free to reach out to our office. If you do not submit files/requested information within sixty (60) days from the engagement, we may be required to close your file inactive.

Cancellation Policy

To cancel a session or appointment, please contact our office within 24 hours prior to the appointment. Appointments not cancelled during this time period will not be allowed to reschedule. Please note, deposits are nonrefundable. Appointments can be rescheduled only once after cancellation.

Contact Details

• Washington CPA's Svc LLC, Canal Street, New Orleans, LA, USA