WHAT TO EXPECT

 

 

 

 

 

 

WHAT TO EXPECT:

 

  • Confirmation letter and Tax Organizer mailed 2 weeks prior to appointment
  • Confirmation call the day before your appointment
  • Cookies, coffee and a smile when you arrive
  • 1 hour scheduled for your meeting with the Tax Preparer                    
  • Full intake of tax information
  • Engagement letter with Privacy Policy and Fee Schedule
  • Follow up on any missing information
  • Efficient, professional turnaround
  • E-file Processing
  • Confirmed delivery of your original documents, State and Federal returns
  • Cash or Check Payment due to Stone Tax & Advisory Group, LLC for services rendered
  • MC, Visa & Amex now accepted

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