New Clients
Due to staffing and capacity reasons, we are unable to bring on new tax season clients at this time (if you want to get your tax return done between January 1 - April 15. We are able to file an extension for you with the necessary information (name, address, SSNs) and work on the return after April 15. We could do some tax planning prior to the end of the year to implement tax savings strategies or figure out what could be due in April. Please set up an appointment via the link below.
April 16 - December 31
The Bald CPA's Process for New Tax Clients
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Email or call our front desk or use the link above to make an appointment. The meeting can be done in-person or virtually via Microsoft Teams. We will call you prior to your appointment to set you up with portal access.
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During your call, we will set up your Client Portal access. We use the Client Portal to receive confidential information from you as well as provide you access to your completed tax returns.
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Prior to your scheduled meeting with our team, please provide our office with your prior year tax return and all current year tax documents such as W2s and 1099s.
These can be uploaded to the Client Portal, or they can be dropped off at our office. We should be able to make copies and provide your original documents back to you. -
Our team will review the information provided and meet with you to answer any questions, go over any tax advantages we think are beneficial, etc.
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After your return is completed, a pdf version will be available to you in your Client Portal, and a paper copy will be mailed or available for pickup after the return has been accepted.
What should I Upload or drop off prior to my appointment week as a new client?
Please bring the following items:
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Prior year tax return.
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All of the documents that came in envelopes that said "Important Tax Return Information Enclosed".
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Closing statements from any real estate transactions in which you were the buyer or seller.
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An income and expense summary for any rentals or small business that you report on your tax return. If you have any depreciating assets, please provide a depreciation schedule with #1.
After April 15, What is your tax preparation process?
Clients will bring (in person) their tax documents or upload (video conference or telephone) their tax documents and we will complete the tax return during the 1 hr appointment or have a checklist of what is needed to complete the return.
How is the process different for business returns?
An income statement and balance sheet are needed to prepare a business return.
We like to focus on getting these done in January or after April 15.