Please remember to bring all your current year tax materials. Clients may use the client portal (http://abbottaxservice.securefilepro.com) to obtain an organizer to help you remember what to bring along.
New Client Tax Preparation (1 hr)
If you so desire, you can contact the office and a blank client organizer can be e-mailed to you. You'll need to bring your prior year tax return (2 years if you have them) along with all your W2s, 1099s, bank mortgage interest, charitable contributions, property tax, day care expenses, stock sales, closing documents from home refinances or purchases, etc.
Quick Drop Off (5 min)
Quick Pickup (5 min)
Tax Consultation (1 hr)
Tax Consultation (15 min)
Tax Consultation (30 min)
Tax Consultation (45 min)
Tax Return Pickup (15 min)
Once your tax return has been completed, reviewed, scanned and printed, we will contact you to schedule an appointment to pick up your documents and review your tax return.