APPOINTMENTS
Appointments available February 01 – February 29.
Please complete the appropriate Organizer(s) below prior to your appointment.
Returning clients: No appointment is required, unless there have been significant changes that would warrant a meeting. However, you are always welcome to book an appointment.
TAX TX ORGANIZERS
Please bring the Organizers to your appointment, or send them with your other tax documents.
Tx2023 — For all clients to complete
BizTx2023 — For Sole Proprietors/Freelancers to complete, in addition to Tx2023.
Please Note, if you are working on an Apple and complete the Organizers using Preview, you will need to use the Print function and Print to PDF before emailing the organizers. Alternately, try working in Adobe Acrobat on your Apple instead of Preview.
DEADLINES
February 29, 2024 for new clients who’ve met with Tax Treatment to provide any outstanding materials not provided in the meeting.
March 11, 2024 for returning clients to provide all tax materials (no appointments after February 29).
September 10, 2024 for clients on extension to provide all tax materials.
After these deadlines, increased preparation fees, referrals, or extensions will be required.