Bring your most recent tax return, any current-year tax forms you have received, and, for a business, your bookkeeping file or bank statements. If you are not sure what applies, come with your questions and we will build the list together.
Consultations run 45 minutes and are available Monday through Friday, 8 AM to 5 PM Central. You can pick a time on the booking page and a confirmation arrives by email.
Book an appointmentWe will arrange a secure method for exchanging documents with you directly. Please never send Social Security numbers, account numbers, or tax documents by email or through a web form.
Earlier than most people expect. The decisions that change a tax outcome, entity elections, retirement contributions, equipment purchases, and estimated payments, generally have to be made before the year closes, not at filing time.
Yes. Work is handled remotely, and we prepare federal and multi-state returns for clients in a range of locations. If your situation involves a state with unusual requirements, we will tell you up front.
We define the scope of the work and provide a quote before anything begins. If the scope changes because the situation turns out to be more involved, we discuss that with you before continuing.
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Patoli & Associates, CPA does not sell, rent, or share client information with third parties for marketing purposes. Information you provide is used only to deliver the services you have asked for and to meet professional and legal obligations.
Client documents are exchanged and stored through secure systems rather than ordinary email. Please do not send Social Security numbers, account numbers, or tax documents through email or a website form. We will provide a secure link when documents are needed.
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Contact us today for personalized tax solutions and practical business advice. Let's work together to secure your financial future.
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