A-Advantage Drop Off/Pop In Tax Work
Our Drop Off/Pop In tax services is a great time saver for general tax preparation. We simply require a retainer, generally not less than our base fee ($85.00), and 15 minutes of your time to complete the following forms:
- Engagement Agreement
- Federal Information worksheet
- Tax organizer
- We would also need to get all income reporting forms, such as W-2's, 1099-s, etc.
- WE would also need to get all expense reporting forms, including forms 1098, as well as education expense forms, various credit forms etc.
Once the forms are completed we provide you with a pick up time ranging from 1 to 24 hours. We then contact you via phone or email to confirm any and all final matters including the method you receive your prepared forms. Forms can be emailed, in which case you would need to sign electronic filing forms, as well as any other forms that are necessary. Forms can also be sent via U.S. mail. You may have to come into the office to pick up, sign and finish paying, if applicable.
Finally we collect payment via debit/credit card payment, or you may pay the balance of fees with a check and return of the required signature forms. We will not electronically file the return without payment and signature.