External Tax Preparation

Dear Valued Client,

The following information will allow you to expediently file your return with us from any location around the world.

Prepare your Taxes With us From Anywhere!

What you will need to fax, email or mail-in to our office:

• Step 1 - Fill out a Client Information Sheet in its entirety. (Complete Now ).
• Step 2 - Fill out a Legal Deduction Sheet if you plan to itemize your deductions. (Complete Now ).
• Step 3 - Complete a Schedule C Form if you have Business Income and Expenses (Complete Now)
• Step 4 - Complete a Schedule E Form if you have Rental Property income and Expenses. (Complete Now)

 If you prefer to complete a Hard Copy of the above forms  you can Download the complete packet here. 

• We will need copies of your W2´s and 1099´s
• If you own a home we will need your 1098 Mortgage Interest Statement
• Copies of Social Security cards for every person or Military ID´s copied front & back.
• Any other pertinent documents or information you may have. Example; sale of stocks.

Send your emails to our external tax coordinator:

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Fax your tax documents to our external fax line:  915-775-3963

Tax Preparation Process:

After we input your information we will contact you to further discuss your tax.  During our busy month of February please allow up to one week for completion.
We will also discuss your options for obtaining your refund and for paying our fees.
Carefully review all of the information on the return.
We must obtain a signed copy of the return for our records.
We will then e-file your tax. 
A copy for your records will be e-mailed.

We truly value your business! Please refer your friends and family. We will greatly appreciate each and every referral. Thank you.