Review and finalize your tax return with Eric.

What to Expect:

• During this appointment, you'll review the final details of your tax return with Eric. (Initial or follow-up)
• Remember, your tax return can be completed during this appointment but you'll need to submit all your tax documents prior to the appointment.

What Happens Next?

• You'll receive a separate email from our office detailing what information we'll need in preparation of your appointment and the date you must submit them by.
• This will consist of tax documents from that tax period. If you're a new client, we'll need to see the last tax return you filed.