Call 215.985.0106 or email appointment requests to: email@example.com
Complete & Download these forms to make your appointment quicker & less stressful.
New Client Worksheet
Complete this on-line form to send us your personal information for your tax return
Returning Client Worksheet
Complete this on-line form to send us updated personal information for your tax return
Tax Organizer check list
A list of important forms and documents to look for to get your taxes done
Direct Deposit Agreement
Downloading & completing this form authorizes Ambrozy Accounting to initiate tax agency automatic deposits and withdraws from your account.
If your bank information has changed please complete the Direct Deposit Agreement so we can update your account.
Credit Card Authorization
For regular and recurring work, complete and send us this form so payments can be automatically charge to your credit card.
Optional WorksheetsBelow are some worksheets to help you get organized.
Tax related work documents
Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.
Documents can be sent electronically to: firstname.lastname@example.org
For large files such as QuickBooks please contact our staff to arrange access to our client portal. If more information is needed to prepare your return, a tax preparer will get in touch with you. Pending any missing information, your tax return will be complete no more than two weeks after all documents have been received. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.
Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.
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