I’ve used Randy for the past several years. From the start, he identified tax refund opportunities for the previous year and the year before that with a retroactive review. Randy is quite responsive and very proactive with scheduling our time together. He’s been flexible with my previous extensions as well as my changing life situation over the years.
A few minutes of prep can save you a lot of money.
Here is a list of things you will want to bring to your tax appointment. A few extra minutes of preparation before we meet can translate to significant tax savings.
You may not need everything on this list. Please do not stress-out over trying to bring everything to the appointment.
We want to complete your return as quickly as possible and make the experience painless.