Appointment Request/Change McNeiece Tax Office - Bellflower, CA Appointment Request/Change 2020 - Bellflower Are You Rescheduling A Previous Appt? * Yes No Keeping Original Appt But Want To Switch To Remote/Phone Instead Of In Person Are You Requesting A Remote/Phone Or Contactless Appt? * Yes No If you mark Yes this means you want your appointment Remotely over the Phone or by Video Call. What Tax Year(s) Are We Filing? * 2023 2022 2021 2020 & 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) 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 How Will you Get Us Your Tax Documents? * I Will Use The Secure Upload Link At The Bottom of This Form To Submit My Tax Docs I Will Fax My Tax Docs To The Office 866.292.7337 I Will Mail or Drop My Tax Docs (24hr Mail Slot Next to Front Door) I Will Bring Docs With Me To In Person Appt. For Remote/Phone Appointments Please Submit All Tax Documents AT LEAST 3 Business Days Prior To Appt So We Have Time To Sort Them For The Preparer. Who Prepared Your Taxes Last Year? * Lois Wagner Russell Landon Stacy Landon New To McNeiece Tax New Clients Only: What Kind Of Taxes Do You Need Filed? Individual Taxes (Personal Return) Family Trust Taxes (Deceased Relative's Final Returns) Other Family Members Taxes (Personal Return) Small Business Taxes (LLC, S-Corp, Partnership, Sole Proprietorship, Foundation/NonProfit) Select All Return Types That Apply To This Appt Request First Name * First 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): If you are requesting a Virtual Appt and have your Tax Docs attach them now. If not you must upload to us 3 days before Appt. Using Our Secure Upload Service Is Safer Than Emailing Your Documents. This Service Has Bank Level Encryption. Drop a file here or click to upload Choose File Maximum file size: 104.86MB If you are human, leave this field blank.
