Below you will find some helpful hints to make your CPA happy, happy, happy and your tax return filing go smoothly & successfully.
At your Service-
If you would like Jellison CPA to prepare your 2019 tax return, tax documents need to be in our office NO later than March 23
rd
.
All or Hold On-
Documents should be dropped off or uploaded to your Client portal only when the majority of your documents have been collected. Please
AVOID
“piece mealing” your documents to us.
We want to hear back from you-
If your CPA sends you an email - DO NOT wait weeks to respond. Please respond only when you can answer ALL the questions or acknowledge that you have received the email and are working on the answers.
We need to Chat-
If you noticed we called you, please listen to our message. We are probably leaving questions and/or need further information. Give us a call after you had a chance to listen to the message. Easier to send your answers via email? Please do!
We will be waiting for you.
Something new this year
!
-
When your return is complete and ready for pick up you will receive a
text message
stating just that! No need to respond or make an appointment. Come on in pick up your return and a yummy cookie, compliments of Jellison CPA.
We are here for You -
Office Hours:
February 1
st
– April 15
th
Monday – Friday
9:00 am – 6:00 pm
Almost there-
Once you have picked up your tax return, take some time to look over your return.
Satisfied
? Please sign all of the authorization documents (on PURPLE paper) and return them to us with payment, if possible, within a week. Upon receipt we will electronically file your return.
Friendly reminder-
We accept checks or cash only.
Inquiring Minds
?
-
Have questions about your return? Please send Carrie an email, ([email protected]) within a week of pick up, outlining your questions.
