We continue to give clients the ability to go online and set their own appointment. Click on the button below and enter your email address which is used as an appointment reminder, your first and last name, and your phone number where we can reach you.
Optionally, you may call (210) 658-2587 or email us at: email@example.com to establish a time to meet with us.
Normally appointments are set for 1 hour on the hour. If you have multiple filings or a more complex tax situation, please contact us after setting the appointment so we can allow additional time.
ASK ABOUT REFERRAL CREDITS!
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IMPORTANT NEW REQUIREMENT:
For families with qualifying dependents who received the Advanced Child Tax Credit (ACTC), please bring IRS Letter 6419. If a letter is not received or is no longer available, then check your bank records to confirm the deposits. Your tax return must be reconciled by one of these methods to ensure IRS tax filing matching and avoid refund delays and future notices.
Also, questions have come up as regards shared custody of children. Please see here for answers to those questions:
Additional Information needed when you come to do your taxes:
We will need the amount of Economic Impact Payments made to you and members of your family at the time we do your taxes.
Below we have a list of things that will help your appointment go smoothly. To download the PDF document, click on the button below (this may take up to a minute to download the first time and may not work on mobile apps).
What to Bring to Your Tax Appointment
Monday – Saturday: Appointment times on the hour 9 AM – NOON & 1 PM – 8 PM
Non-Tax Season Only (May – December)
Wednesday’s Only: Appointment times on the hour 9AM – NOON & 1PM – 8PM.
Federal law requires mandatory electronic filing for all tax preparers who provide services for more than 10 individuals which applies to our business. We must receive your signed e-file signature page before we can e-file your tax return. For taxpayers who do not live locally and send their information to us, we must receive your complete documents/information no later than March 15th in order to complete your tax return timely by April 15th.
It is difficult to quote a price as our rates are based on the number and type of forms that are required for your particular return or service. Our prices are very competitive and normally will be under what the larger tax preparation companies and franchises charge.
Cash, check, and all credit/debit cards are accepted and payment is due at the completion of your tax return or professional service.