Tax Preparation Quote

Thank you for showing interest in becoming a client of Wehner Accounting & Tax, Inc. 

 

Prior to scheduling a phone appointment with me I like to review clients prior years returns to provide them with an estimate of what my fees for the current year's returns will be based on the complexities of your prior year's returns.

 

Please do the following:

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1.  Upload a copy of your Federal & State tax returns to my secure Dropbox account at the link below:

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https://www.dropbox.com/request/5TeXES3k9NvET9GMHEyf

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2.  Note any major changes from your prior year's returns to your current year's returns (e.g. started a business, sold real estate, purchased real estate, etc.).

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3.  Please complete my client intake form & return it to me (via email is generally best).