Dear Potential New Client,
Thank you for considering us for your tax and accounting 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 these things online, we will have paper copies for you to fill out 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 your prior year’s tax return, but it would be even better if you brought the last two or three years if possible.
We're looking forward to meeting you!
Team Gintz Warner