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Do you need an appointment this tax season?
Clients often call and ask if they should have a meeting with one of our CPAs before we get started on their tax return. For the majority of our clients a meeting is not necessary, but there are some instances where it might be helpful:
- death in the immediate family
- started a new business in 2023
- closed a business in 2023
If you aren't sure if you need an appointment, our suggestion is to complete the organizer and in the notes section make sure you point out any changes or ask your questions. Once the team has gone through the organizer and your support documents, if it is determined that an appointment is necessary, we will reach out to set up a time to meet.
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