New Clients
Becoming a client of James R. Cloyes CPA is easy! Depending on the time of year you're partnering with us, please bring the following information to your first appointment:
January through March
April through December
FREE 3-Year Review
At James R. Cloyes CPA, we strive to provide our clients with the best possible outcome. In order to do that, we review your prior three years of returns to ensure proper preparation FREE OF CHARGE! When additional refunds are due, we will happily amend your returns as long as the additional refunds will cover the cost to amend.
January through March
- Driver's License
- Current Tax Documentation for the Prior Year (i.e., if you're coming in February 2021, please bring your 2020 documentation)
- Completed Tax Prep Checklist (PDF)
- Prior 3 Year Returns with Supporting Documentation (we'll work on your review beginning in June)
April through December
- Driver's License
- Prior 3 Years Returns with Supporting Documentation
- If you still need your prior year returns finished and come after March 31st, you will be put on extension.
FREE 3-Year Review
At James R. Cloyes CPA, we strive to provide our clients with the best possible outcome. In order to do that, we review your prior three years of returns to ensure proper preparation FREE OF CHARGE! When additional refunds are due, we will happily amend your returns as long as the additional refunds will cover the cost to amend.
Contact Us4308 E. Main Street
Whitehall, OH 43213 Phone: 614-236-1628 Phone: 614-947-1770 Fax: 614-947-1776 |
