Appointment Request/Change Availability Varies From Preparer To Preparer. Appointment Request/Change 2020 Are You A New Client? Yes No Recent Client (1-5 years ago) Past Client (5-20 years ago) Are You Rescheduling A Previous Appt? * Yes No Keeping Original Appointment But Switching To A Phone or Virtual Appt. What Type Of Appt Do You Want? * Phone/Virtual Tax Appt (Requires Upload or Drop-Off Of Docs) In Person Tax Appt (Bring Docs Do Not Upload) Consult Only Non Tax Appt Incorporation/LLC Setup - Consult All Phone/Virtual Appts require uploading or dropping your tax docs 1 week prior to Appt. What Tax Year(s) Are We Filing? * 2021 2020 2019 & Older Non-Tax Return Appt Select All Tax Years this Appt Request is for. (Important for proper appointment duration) Preferred Day(s) Of The Week For An Appt * Any Day Mon Tue Wed Thur Fri Sat (limited availability) Choose all that apply Preferred Timeframe For An Appointment. * Anytime Morning (10am-12pm) Afternoon (1-3pm) Early Eve (3-5pm) Eve 5-7pm (limited avail) How Soon Will You Be Ready For Appt? * Ready Now (Next Available) 2-4 Weeks 5-8 Weeks 8 Weeks Or More If Phone/Virtual Appt How Will You Get Your Tax Docs To Us? * I Will Use Secure Upload On Your Website Or At The Bottom of This Form. I Will Fax My Tax Docs To Wagner At 866-480-9062 1 wk Prior to Appt. I Will Mail or Drop My Tax Docs 1 wk prior to appt uing mail slot bottom of front door. N/A Not A Phone or Virtual Appt. For Remote/Phone Appointments Please Submit All Tax Documents 1week Prior To Appt So We Have Time To Sort Them For The Preparer. Who Prepared Your Taxes Last Year? * Russell Landon Lois Wagner Another Tax Office A Family Member Not Applicable Non Tax Return Appt New Clients Only: What Kind Of Taxes Do You Need File? Small Business Taxes (LLC, S-Corp, Partnership, Sole Proprietorship) Family Trust Taxes (Deceased Relative's Final Returns) Individual Taxes (Personal Return) Other Family Members Taxes (Personal Return) Select All Return Types That Apply To This Appt Request First Name * First Last Name * Last Spouse First Name First Spouse Last Name Last Email * Cell Phone Number (for Texting appt. reminder) * If New Client Please Let Us Know Who Referred You. Any Message or Notes? Please describe the type of Taxes/Accounting (e.g., Individual simple or complex, Business Taxes, Rentals Properties etc): For Virtual/Phone Appointments or New Clients needing to send us prior tax return copies please use this Secure Upload to send us your Docs This Service uses 256Bit Encryption Drop a file here or click to upload Choose File Maximum upload size: 104.86MB USE MULTIPLE UPLOADS IF FILES ARE TOO LARGE. Second Upload Drop a file here or click to upload Choose File Maximum upload size: 104.86MB
