Financial Tools

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We Are Always Here to Help, but We’ve Also Created a Bunch of Tools For You to Manage Your Finances On Your Own!

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Resources & Calculators

How to begin your stress free Tax Preparation journey, as a
New Client

New Clients

1. Please review, and sign, the 2015 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!

Returning Clients

1. Please review, and sign, the 2015 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!

Where’s My Refund?

Resources

Other Tools & Resources

Debt & Credit Cards

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Retirement

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Insurance

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Savings

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Invetsments

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Taxes

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Contact Us

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info@strategicbusinessaccounting.com

(512) 575-3352

821 Grand Ave Pkwy ste 401g, Pflugerville, TX 78660

M-S: 8am-6pm, Sun: 9am-5pm

Hello, I am Yves

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