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STRATEGIC BUSINESS ACCOUNTING- Certified Public Accountants
How to begin your stress free Tax Preparation journey, as a New Client

1. Please review, and sign, the 2017 Client Engagement Letter.
2. Please fill out and answer to the best of your knowledge this Client Tax Organizer.
3. Prepare for our meeting by gathering all documents pertaining income, totaling all of your itemized deductions, and completing your Business Deductions Checklist.
4. In order to accurately prepare your tax return, please review the Tax Prep Checklist to ensure you have everything needed in order for us to adequately prepare your return.
5. Please review the current Schedule, and select the available appointment time that you prefer.
6. Congratulations! You are all set, and we look forward to meeting you!

How to continue your stress free Tax Preparation journey, as a Returning Client

1. Please review, and sign, the Client Engagement Letter.
2. Prepare for our meeting by gathering all documents pertaining income, totaling all of your itemized deductions, and completing your Business Deductions Checklist.
3. In order to accurately prepare your tax return, please review the Tax Prep Checklist to ensure you have everything needed in order for us to adequately prepare your return.
4. Please review the current Schedule, and select the available appointment time that you prefer.
5. Congratulations! You are all set, and we look forward to seeing you again!

Track your refund

https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

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