Dear Potential New Client,
We are so happy you are considering us for your tax and financial needs! To help us do the best we can for you, we need to get to know you and your tax situation. In preparation for your upcoming appointment, please do the following...
If you prefer not to do this stuff online, we will have paper copies for you to fill out and sign when you're in the office. You can bring us copies of your previously filed tax returns at that time too. We will need a copy of the last tax return you filed but it would be best if you brought the last two or three years.
We're looking forward to meeting you!
Team Gintz Warner