WHAT TO EXPECT

WHAT TO EXPECT:

• Confirmation letter and Tax Organizer mailed 2 weeks prior to appointment
• Confirmation call the day before your appointment
• Cookies, coffee and a smile when you arrive
• 1 hour scheduled for your meeting with the Tax Preparer                    
• Full intake of tax information
• Engagement letter with Privacy Policy and Fee Schedule
• Follow up on any missing information
• Efficient, professional turnaround
• E-file Processing
• Confirmed delivery of your original documents, State and Federal returns
• Cash or Check Payment due to Stone Tax & Advisory Group, LLC for services rendered
• MC, Visa & Amex now accepted


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