Bring your completed Tax Organizer, “2011 Tax Stuff Folder” with any worksheets you completed during the year, “tax forms” and any other items you find appropriate.
|
You |
Suggested Appointment Type |
|
Are a Student |
Short Appointment (approx. 1/2 - 1 hr appt) |
|
W2 income only & do not own a home or itemize |
Short Appointment (approx. 1/2 - 1 hr appt) |
|
Own a home |
Standard Appointment (approx. 1 - 1 ½ hr appt) |
|
Own 1 rental property |
Standard Appointment (approx. 1 - 1 ½ hr appt) |
|
Married in 2011 |
Standard Appointment (approx. 1 - 1 ½ hr appt) |
|
Welcomed a new addition to your family |
Standard Appointment (approx. 1 - 1 ½ hr appt) |
|
Own a small business |
Extended Appointment (approx. 1 1/2 - 2 hr appt) |
|
Purchased or Sold Real Estate Property |
Extended Appointment (approx. 1 1/2 - 2 hr appt) |
|
Own 2 or more rental properties |
Extended Appointment (approx. 1 1/2 - 2 hr appt) |
Above you will find a chart that gives you an idea what 'Appointment Service' to select for yourself.
Select a service to schedule an appointment.
- appointments@pro-tax.info
- (909) 915-1040
- 242 East Airport Drive, Suite 204, San Bernardino, CA, 92408 (directions)