Waiting List for 2021 taxes in early 2022
If availability opens up based on your situation, you will be contacted. Getting on this list is not a commitment to work with me. However, if availability does open up, I will prioritize those on the list above other prospective clients.
If there's an opening, you will be contacted via phone.
1040 (individual) prep
If I could fit you in before 4/15/2022, would you wish to do the tax prep online or would you prefer to come to my office? What days/ times are best, what days/ times are terrible, etc. Please be helpful with the information provided.
How complex is your return, in your own estimation
Very easy/ basic
There's a bit of paperwork, but its not necessarily that complicated
Above average in time and complexity
Very complicated. Its the kind of return that requires a professional.
I am unsure of this, so I will describe my situation for you below.
Approximately when would you be ready to file, and have ALL your documents?
Approximately when is it too late to contact you, as you will not wait this long to either file or find a preparer? Note: SPOTS ON THE LIST WILL NOT OPEN UP BEFORE THE TAX SEASON REALLY STARTS, as the wait list is dependent on how tax season goes. Unless you can and do file in January, there is no possibility of being pulled off the list in January for tax prep in mid February-April.
Getting on this list does not guarantee that you will be contacted. If I do contact you, I also understand that you may not be interested anymore. Please add anything else you'd like to tell me, such as what your situation entails....
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