TAX PREP: New Client
Getting Started is Easy
“First Time Using EETaxService for Your Tax Return?”
If this is your first year with EETaxService, we will need a copy of your most recently filed tax return. This allows us to identify carry-over items and other details that could significantly impact the return we prepare for you.
We also provide a New Client Information Worksheet (PDF), which collects important details related to your tax return, such as bank account and routing numbers, dependents, and other relevant information. Please click the button below to download, print, and complete the worksheet before your visit to our office.
Need assistance? Feel free to call or email us—we’re happy to help!
