CLIENT APPOINTMENT LETTER

Prescheduled appointment time________________

Prescheduled appointment date________________

The enclosed Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your income tax returns. Please complete this organizer as appropriate and attach supporting documentation where necessary. Prior year data is included for your reference. Either bring or mail the completed organizer to our office prior to your scheduled tax preparation meeting. By completing this organizer, we should have sufficient time to complete your tax returns and to discuss tax planning opportunities, which may be available to you. By being prepared for your tax appointment, we can limit the time spent on data entry and spend more time on other tax issues. Please contact us if you have any questions regarding your organizer.

We have prescheduled your tax preparation appointment (90 minutes in length). If you can't make your prescheduled appointment, please contact us immediately. Although there are only a few alternate appointments available, we will make every effort to schedule a convenient time for you. If you miss your appointment without giving us at least 24 hour notice, you will not only ruin our day, but those of others who could have benefited from your reserved appointment time. So, please let us know if you need to reschedule.

Our minimum fee to prepare your Federal and State individual income tax returns will be $______. A deposit of this amount will be required at the time of your appointment. The remainder of your tax preparation fees will be due when you pick up your tax returns. Since the mail is so unreliable during this time of the year, we suggest that you pick up your tax returns or make other arrangements for their delivery.

Your fee also includes the preparation of your children's individual tax returns providing they are under age 19 or a full time student living at home with income of $20,000 or less. Please be sure to include their information along with your tax organizer.

Thank you for your trust and confidence in our professional income tax preparation services and we look forward to seeing you soon.

Sincerely,

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