Questions before you book
Answers about accounting & tax, prices, hours, and planning ahead.
What are your hours?
Our regular hours are Mon–Thu 9am–6pm, Fri 9am–2pm. Call (800) 555-0100 to confirm holiday hours or a particular visit.
Where are you located, and what area do you serve?
Our address is 48 Orchard Hill Road, Anytown, USA. Our service area is Anytown, USA. Call if you are unsure whether your location is covered.
How much does it cost?
See the service list for prices. Call to confirm the current price and what is included before booking.
What payment methods do you accept?
Call to check current payment methods, deposits, and any payment terms before your appointment.
How much time should I allow?
Timing depends on the service and the work involved. Describe what you need when you call so we can discuss timing.
What documents should I bring?
Call to request a document list for your situation. The records needed depend on the services and tax years involved.
Can you help if I received a tax notice?
Tell us the notice date and response deadline. Ask whether that matter is within the services offered before sending records.
Can you file an extension?
Ask whether extension preparation is available and what information is needed. An extension to file generally does not extend the time to pay; confirm your situation with your preparer.
How should I send private documents?
Call to agree on a secure way to share records. Do not send Social Security numbers or account details in an ordinary website inquiry.