**For all appointments scheduled between April 1st - April 15th, there will be an
additional charge of $25. Please call early to make your appointment**
IMPORTANT: Please come prepared to your appointment. The following documents are included in the December mailing and are REQUIRED for your appointment:
- All clients are REQUIRED to read and sign the Engagement Letter PRIOR to the completion of the tax return (Engagement Letter 2017).
- All clients MUST fill out the portion of the organizer that includes your name, occupation, phone numbers, address, and e-mail address, at a minimum. Completion of the entire organizer and checklist is appreciated and highly recommended. It is important that this organizer is signed and is in the files for future reference (Tax Organizer 2017)
- All clients MUST answer the questions on the questionnaire and sign (Tax Questionnaire 2017 ).
- Kari Pel
IRS Help with Identity Theft
Click here for a list of tips and resources to recover from identity theft and safe guard against it.
Pel & Associates | 3010 Old Ranch Parkway, Suite 350 | Seal Beach, CA 90740
Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail: email@example.com