You may meet with us for a tax interview, or mail your tax organizer and materials to us.
Approximately 1/3 of our clients are located in the Arvada/Westminster/Broomfield area, 1/3 in other parts of Colorado, and the remaining 1/3 in other states. Many clients have learned to provide us with complete information through mail. After we have reviewed the materials, we then call with any questions, complete the returns, and return the materials and return.
A common question for new clients is how much do we charge. Each return is unique and the fee is based on the time required to prepare the return. The more accurate and complete the information, the more quickly we are able to prepare your return. We charge for our time, so, to a great extent, you control the cost of your return.
In this vein, to save us time and save you money, you may organize your income tax information with a personalized tax "organizer". We send existing clients these annually. The organizer lists your prior year's income tax return information and other related information, as well as provides space for your current year tax information.
If you would like us to send you a free personalized tax organizer, please send us a copy of your most recent Federal and state income tax return, current address, and telephone number. We will key in your prior return, perform a general review of the return, and send you an organizer which includes areas for your current year information.