Schedule Your Appointment CLIENTS:
|
|
A) CANCELLATION POLICY:
If you can not keep your scheduled appointment, for any reason, you must cancel within 48 hours of your appointment with Robert Greene CPA.
If the appointment is not canceled within this guideline,
you are subject to a cancellation fee of $200.
Cancellations may be made via email only at RobertGreeneCPA@aol.com.
B) Please, Let’s Both Stay Focused:
The Single Purpose of this one hour meeting is to clarify the information needed to prepare your Tax Return for last year. The appropriate time for other issues is in a separate consultation appointment, between May and December, when we do not have the pressure of preparing a tax return (your most important annual financial document) within a 1 hour time framework.
1) Please turn off your cell phone prior to your tax appointment.
2) NEW CLIENTS ONLY:
Please bring your most recent tax return, Federal and State.
3) NEW CLIENTS ONLY:
Complete the client data worksheet from the website and
bring it with you to your appointment.
(If you do not have a printer: put all the information on a sheet of paper.)
THIS WILL SAVE TIME AT YOUR APPOINTMENT!
4) See the website heading “Preparing for the Tax Interview.”
5) Save time at the interview:
Review the FAQ’s on the website.
Many of your questions can be answered by reading the FAQ’s.
6) Please make a List of your questions & issues, on 8½ x 11” paper only.
Leave space between the questions to write answers.
7) To get the biggest refund possible, prepare for this appointment - carefully, in advance, not the last minute.
I realize you are busy. However, I promise that you will benefit and profit from your preparation for our meeting.
8) Please do not bring children to your tax appointment.
9) Please do not bring your laptop computer to your tax appointment.
We will not be able to take the time to boot up, look, scroll, print, etc.
Hand your paper documents to Robert Greene, out of the envelopes, unfolded.
10) Please do not schedule anything immediately before or after your appointment.
11) You are responsible for reading this information, and preparing for our meeting.
12) If you have any questions:
Call me at 845-889-4439 or
E-mail RobertGreeneCPA@aol.com.