2018 Tax Time Instructions (2017 Tax Returns)

  1. Book appointment (if necessary) – contact our office by January 31st
  2. Fill out interview form in full– attach to return when dropped off/faxed/emailed
    • * Existing Clients: If we prepared your Tax Return(s) last year, Click Here
    • * New Clients: If you are a new client, Click Here
  3. Have all information to Calculated Success by April 15th
  4. Arrange to sign forms/pick up return/make payment
  5. Any tax returns received after April 15th will be subject to a $25.00 late fee unless alternate arrangements have been made.

free organizing your business downloads

Click to download your MS Word or .PDF version of our free "Organizing your Business" packages: