Tax Preparation Appointments
This year, we are scheduling different types of appointments based on the different needs of our clients. In order to do this, we are having clients review the following questions, and then make the appropriate appointment based on their answers
Please review the following questions and follow the instructions based on your answers
In addition to your 2025 return, will you also be filing any prior year returns?
If you answered “Yes” to the above question, please STOP here, and either call us at 336-777-6189 to make an appointment or click the button below to send us a message so we can help you make an appointment.
If you answered “No”, please continue to the following three questions below.
Will you be filing an Amended Return?
Will you be using 2025 Brokerage Statements when filing your 2025 Tax Return?
Did you itemize deductions in your 2024 tax return?
If you answered YES to any of these questions, please click the button that says Extended Tax Appointment.
If you answered NO to all of the above questions, please click the button that says Standard Tax Appointment.