If this is your first year that EEtaxService
is preparing your tax return? We’ll need a copy of your most recently filed tax return. This lets us find carry-over items and other things that may make a big difference in the return that we’ll be preparing for you.
We have a general
worksheet Pdf New Client Info that needs filling out as it pertains to your tax return, such as Bank account & routing number, dependents, etc. Please click button below, print & fill out worksheet prior to visiting our office.
Need help? Don’t hesitate to call or email us!