We can assist you by preparing your federal and state individual, business and organization federal tax files efficiently and cost-effectively.
2. Complete Paperwork
Download, Print, Read, Sign and return at the appointment time, the Engagement Agreement and Client Organizer Checklist (or the Business Organizer Checklist). And please read the Privacy and Confidentiality Notice. If you choose an E-Appointment or desire to make the In-Person Appointment more efficient, you can upload your signed Agreement, Checklist and other documents to the Client Portal.
3. Final Appointment
A final appointment to be scheduled to finalize and file the return.
LOOKING FORWARD TO WORKING WITH YOU!
Serving Our Communities.
Master Plan Tax Services serves all of North Texas communities. *Standard Mileage Rate fee will be applied if face-to-face appointments are requested away from office.