New Client - First Appointment
New Client - Pick-up Taxes
Returning Client - Drop Off Paperwork
Returning Client - A few minutes needed
There are a few changes or items that need some extra explanation.
**To ensure we have plenty of time to complete the process prior to the filing deadline, please schedule your initial appointment by April 6. Thank you.**
Returning Client - Pick-up taxes
Any Client - Tech Savvy pick-up
Meet via phone, Google hangout, Skype, etc.
Adjusting W4s - Tax Planning
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