RETURNING TAX PREPARATION CLIENTS

1. Fill out a Tax Organizer. A customized version was sent with your client letter. If you need a new copy, please contact us.
2. Send your documents to us. You have several options regarding how to provide us with the documentation that we need to prepare your tax return:
   
   • Mail your documents to us at: PO Box 30349, Gahanna, OH 43230-0349
     
   • Transmit your documents via fax to: 614-448-4533
     
   • Upload electronic copies of your tax documents to our secure web portal
3. We will prepare your return and communicate with you via phone or email to ask questions
   
4.  We will communicate your final results via phone, email or Zoom conference
   
5.  Your completed return will be provided in hard copy via mail or electronically via the secure web portal.

Returns will be processed on a first in basis system, unless the return is waiting for additional documentation. If your tax return has not changed significantly from last year, your fee will remain the same.