GREETINGS FROM RLK INC

 

THE TAX ORGANIZERS WILL BE SENT BY REQUEST ONLY!  CALL THE OFFICE OR E-MAIL (RLKINC2002@YAHOO.COM). YOUR REQUEST WILL BE RETURNED BY E-MAIL SO BE SURE IF YOU CALL TO GIVE YOUR EMAIL ADDRESS.

IF YOU REQUEST AN ORGANIZER AND COMPLETED IT THERE WILL BE NO ADDITIONAL CHARGE. IT’S THERE TO HELP US COMPLETE YOUR TAXES ACCURATELY.

AN INCOMPLETE OR UNUSED ORGANIZER MAY ADD ADDITIONAL COST TO YOUR FEE (ESPECIALLY IF YOU DID NOT USE IT).

FOR THOSE WHO DON’T REQUEST AN ORGANIZER OR A CLIENT LIST, YOU MUST HAVE ALL OF YOUR TAX INFORMATION IN ORDER AND OUT OF THE ENVELOPES READY FOR DATA ENTRY.  

IF YOU ARE UNPREPARED FOR YOUR SCHEDLUED APPOINTMENT YOU MAY HAVE TO LEAVE YOUR MATERIAL TO BE COMPELTED AS A MAIL-IN.

WHEN MAKING A TAX APPOINTMENT, PLEASE GIVE US ALL THE INFORMATION NEEDED (EX. PERSONAL TAX RETURN, RENTAL INCOME, SELF-EMPLOYMNT, ETC.). ESPECIALLY, IF YOU ARE BRINGING ANOTHER PERSON'S TAX RETURN WITH YOU.

PLEASE TRY TO ARRIVE 15 MINUTES BEFORE YOUR SCHEDULED APPOINTMENT SO WE CAN KEEP ALL APPOINTMENTS ON TIME.

WE WILL PREPARE YOUR 2011 RETURN BASED ON ALL THE INFORMATION THAT IS GIVEN AND I MUST HAVE A COPY OF ALL INFORMATION THAT IS STATED ON RETURN FOR OFFICE RECORDS. 

ALL SCHEDULED APPOINTMENTS FOR THE OFFICE WITH MORE THAN FOUR (4) W-2’S OR FOUR (4) 1099’S, INTEREST & DIVIDENDS, AND STOCK TRANSACTIONS WILL BE REQUIRED TO BE SUBMITTED 10 DAYS BEFORE YOUR TAX APPOINTMENT.  (MAIL-IN OR FAX, the SCAN must be 300dpi or higher to be readable)

ALL REFERRALS MUST SEND THEIR PREVIOUS TAX RETURN & CURRENT TAX YEAR'S INFORMATION TO THE OFFICE BEFORE ANY SCHEDULED APPOINTMENTS WILL BE GIVEN. (WE NEED DATES OF BIRTH FOR ALL ON RETURNS.)