Do I need an appointment?If you are a current client and you only want to drop off your documents you don’t need an appointment during office hours. If you are a new client we would like to sit down with you and without an appointment we might not be able to do so. If you are picking up your completed tax return you will need an appointment to allow us time to review the return with you.
Is my appointment set once I send an Appointment Request? Your appointment is not set until you receive an email confirmation. Our daily schedule is constantly changing so we can’t guarantee that we will be available at the time you requested.
Can I drop off my tax information when your office is closed? Frankeberger Place usually opens at 8:00 a.m. Place your documents in an envelope and slide under our locked office door.
Can I send someone to pick up my tax return? You are the only person that our office will release your tax return to unless other arrangements were made at the time of your appointment. We need to see you to review the return and collect your signature on the appropriate forms.
What if I need to cancel or reschedule my appointment? Please call our office so we can either reschedule your appointment or come up with a different arrangement that will serve your needs. We understand that things come up and will try to accommodate your changing schedule; however, if you have a history of cancellations or have already cancelled an appointment this year you will be billed a $40 cancellation fee. Should I reschedule if the weather is bad? We usually close our office due to inclement winter weather. We want our co-workers and clients to be safe. You will not incur a cancellation fee if this is the reason for your cancellation.
Should I reschedule if I’m sick? This is a very busy time of year for us. We can’t afford to get sick. If you aren’t feeling well we’ll gladly reschedule your appointment for a time when you are feeling better.
Do I need to pay for services when I drop off my tax documents? You won’t need to pay for services until your return is completed. Returns will not be electronically filed or released to you until our office has been paid in full unless other payment arrangements were made prior to your appointment.
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