What you need to do:
Complete and return the 2018 Client Organizer (if choose to do an organizer) and supporting documentation to our office by
Monday, March 18, to ensure completion of your tax return by April 15.

Sign and return the Engagement Letter and Privacy Letter.

Complete and return the yellow 2019 Client Information Sheet.

Include a voided check with your documentation if you would like direct deposit of refunds, if
applicable (you may note the previous year’s account number is still active).

Include a copy of your Driver’s License(s) or ask our receptionist to make copies.

Contact our office to enroll in the NetClient CS Portal.

Mail or drop off all tax documents to our office: 1250 0ld Henderson Road, Columbus, OH 43220.
Office hours are Monday – Friday, 8:00 a.m. – 5:00 p.m. Extended office hours are listed below.

Appointment Scheduling:
Please contact the receptionist to schedule an appointment.

For your information:
Extended office hours at the end of tax season are as follows:
Saturday, April 13: 10:30 a.m. – 2:30 p.m.
Monday, April 15: 7:00 a.m. – 6:00 p.m.

If you are unable to pick up your taxes by 6:00 p.m. on April 15 please make other arrangements.