You are ready to make that Appointment with dcs Accounting & Tax, what are some of the most important things that you should bring?
3) Mortgage Statement
4) 2011 Income Tax Return
5) other specific items may be requested when appointment is made.
At dcs Accounting & Tax we also provide our clients with a Tax Organizer. This also helps provide us with any other documents that we may need that pertains to their specific return. Our clients find this very helpful in preparing for their tax appointment.
When you make an appointment with dcs Accounting & Tax Maria , will send the Tax Organizer out to you. She will then schedule a time with you. We provide daytime, evening and weekend hours for appointments.
What happens at my Appointment? You will sit down with our CPA, David and he will review the information with you. He will also answer any questions you have in reference to your taxes and questions about any changes that may have occurred with your tax status like for example: new business, new child, college financial aid, investments and more. The appointment can take 30 - 60 minutes.
David is the person that prepares and files the returns. This is a something that does set us apart from many CPA firms. While he prepares the returns he does keep contact with the client on anything they should be aware or other questions that may arise. Communication is key for dcs Accounting & Tax.
When we complete the return we will then contact our client to let them know their return is complete they will come in we then review the return with them and then the client will sign a e-file signature authorization which is required before we transmit any return.
Also our clients who return to us each tax season receive a report that gives them a summary and recommendations this is something we offer to help our clients plan for the next tax year.
Everything is given to the client in an organized folder with instructions.
We maintain contact with our clients throughout the year. Through email reminders, phone calls, postcard reminders.
Also many of our clients will keep contact throughout the year with questions that may arise and also through some other services we provide to them like bookkeeping, Quickbooks consulting(David & Maria are Certified Quickbooks ProAdvisors), Business consulting, payroll, and preparing financial statements.
The value of what we provide is more than just about filing taxes, it gives you ideas that can save you money, it is about having some direction on planning for the future too and helping make some important decisions that happen in life when it comes to Tax and finances.