CLIENT INCOME TAX FORMS
Please print out the Client Letter, Arbitration Agreement and Income Tax Work Sheet. Bring to your appointment. Fill out in full your tax work sheet, sign the client letter and the arbitration agreement. PLEASE READ THE TAX PREPARATION POLICY:
For long distance tax clients fax all three to: 818.547.0449
2012 Tax Preparation Client Letter
| 2012_tax_client_letter.pdf |
2011 Income Tax Work Sheet
| 2011_tax_worksheet.pdf |
Arbitration Agreement
| 2011_arbitration_agreement.pdf |
Detailed Tax Organizer - full detailed tax organizer to give your accountant
| 2012_tax_organizer.pdf |
TAX PREPARATION POLICIES
Services & Appointments
We welcome you to VisionQwest Accountancy Group. To better serve our clients we ask that everyone read the following policy.
Appointment Time: Your 45 minute appointment covers your time only. Two individuals may go into the office of the tax accountant. We would ask that children, friends, and relatives stay within the lobby area during your meeting with the tax accountant.
Bringing Friends to Appointments: If you wish to book other individuals to come with you they must book their own time with the accountant. They may not have their tax return prepared during the time you have scheduled for your tax return. Your appointment is 45 minutes in length. If you bring others with you they will not be able to meet the accountant during your session. We can't take up time given to clients that are after you.
Be On Time: Please be organized and arrive at the office 15 minutes prior to your appointment. If you are late to the office you will be put in the next available time slot or rescheduled. We must take care of the individuals that arrived on-time and ready for their tax appointment. If you are going to be late call the office to let us know. 818.547.0497 Ext 3
Reservations: Reservations and scheduled appointments may be changed at any time by our staff and we will notify you to reschedule. Certain client emergencies come up from time to time that need for your accountant to respond to immediately. Thus, client emergencies will be addressed on an individual basis and there may be rescheduling.
Fees and Payments: Tax return pricing will depend on the type and size of tax return that the Tax Accountant is preparing. If you call and ask for a price the Accountant will only be able to give you an estimated price based on what you have told us over the phone. It could be more or less depending on what needs to be done. Remember, it is only an estimate until the return is done and a final cost can be given you. Payments may be made by Cash, Personal Check, or by Credit Card.
The preparation charges will be given to you and it should be paid immediately after the completion of your tax return. We do not charge for by the hour, your 45 minute meeting with the accountant is not charged, you are only billed for the preparation of the actual tax return.
Cancellation: A 24 hour notice is required to cancel your appointment. You must notify our office by calling: 818.547.0497 Ext 3.
We welcome you to VisionQwest Accountancy Group. To better serve our clients we ask that everyone read the following policy.
Appointment Time: Your 45 minute appointment covers your time only. Two individuals may go into the office of the tax accountant. We would ask that children, friends, and relatives stay within the lobby area during your meeting with the tax accountant.
Bringing Friends to Appointments: If you wish to book other individuals to come with you they must book their own time with the accountant. They may not have their tax return prepared during the time you have scheduled for your tax return. Your appointment is 45 minutes in length. If you bring others with you they will not be able to meet the accountant during your session. We can't take up time given to clients that are after you.
Be On Time: Please be organized and arrive at the office 15 minutes prior to your appointment. If you are late to the office you will be put in the next available time slot or rescheduled. We must take care of the individuals that arrived on-time and ready for their tax appointment. If you are going to be late call the office to let us know. 818.547.0497 Ext 3
Reservations: Reservations and scheduled appointments may be changed at any time by our staff and we will notify you to reschedule. Certain client emergencies come up from time to time that need for your accountant to respond to immediately. Thus, client emergencies will be addressed on an individual basis and there may be rescheduling.
Fees and Payments: Tax return pricing will depend on the type and size of tax return that the Tax Accountant is preparing. If you call and ask for a price the Accountant will only be able to give you an estimated price based on what you have told us over the phone. It could be more or less depending on what needs to be done. Remember, it is only an estimate until the return is done and a final cost can be given you. Payments may be made by Cash, Personal Check, or by Credit Card.
The preparation charges will be given to you and it should be paid immediately after the completion of your tax return. We do not charge for by the hour, your 45 minute meeting with the accountant is not charged, you are only billed for the preparation of the actual tax return.
Cancellation: A 24 hour notice is required to cancel your appointment. You must notify our office by calling: 818.547.0497 Ext 3.