“TAKE THE CHALLENGE” DISCOUNT
On the preparation of your 2020 Federal & State individual income tax returns
under the following terms and conditions
- – Complete the tax organizer in its entirety, initial this sheet below and return it to our office.
(a tax organizer would be mailed to existing clients the last week in December. For new clients print the organizers from the side bar)
- – Include all 2020 tax forms (i.e. W-2s, 1099s, 1098s, …).
- – Include all “additional information” items as listed in the accompanying cover letter.
- – Include all “commonly overlooked items” as listed into the accompanying cover letter.
- – If an item is left blank it is assumed to be zero.
- – Expires March 26, 2021.
- – Offer does not apply if we are asked to confirm items on return before finalizing, such as retirement contributions or Arizona state tax credits.
I accept the challenge and have met the above requirements ____________(initial)
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