Describe the situation
Share the years involved and whether you are asking about personal or business activity. Leave tax IDs and documents out of the public form.
Tax preparation inquiries
Personal or business taxes.
Start with the right questions.
Tell Rene the tax year, state and broad type of help you need. Your request is reviewed for timing, complexity and current service eligibility before any work is accepted.
Discuss your needs
What the work
looks like.
Review the fit
Confirm current availability, required registrations, complexity, proposed scope and fee. Some requests may need a referral.
Gather records after acceptance
Receive instructions for the appropriate secure intake process and a checklist for the agreed work.
What the scope can include
A clear scope
before we begin.
- Review of the requested tax years and type of work
- An acceptance, follow-up or referral decision
- A proposed scope and fee before engagement
- Secure intake instructions if the work is accepted
- Clear responsibilities and timing for the agreed work
A few good questions.
Can individuals inquire?
Yes. Individual and business tax-preparation inquiries are welcome. Acceptance depends on current eligibility, availability and the work requested.
Should I attach a return?
No. Use the initial form only for a short introduction. Document instructions follow fit and scope review.
Does an inquiry extend a deadline?
No. It does not file a return, request an extension or establish representation.