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SmartTax& Finance

Planning

Before the deadline, two questions matter. What must be filed, and what should you set aside.

A note, a calculator, and one day circled on the calendar

What we do with you

  • Name the year and the work in a short letter.
  • Prepare the return, and let you read it.
  • Tie it to the books, when we are keeping them.
  • Read a notice with you, when that is the job.

What you leave with

  • A list of papers, not a search.
  • A return you have already read.
  • A note on what to set aside.
  • A fee agreed before the work begins.

Three ways in

Choose the folder that is actually on your desk. The fee is in the letter, not on this page.

A sealed window envelope, the front only

Tell us which one

Sending opens your mail. It does not start the work.