JAMES R. CLOYES CPA
  • About
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Checklist
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients

New Clients


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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
  • 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 Us

4308 E. Main Street
Whitehall, OH 43213
​

Phone: 614-236-1628
​Phone: 614-947-1770

​Fax: 614-947-1776

Contact Us

James R. Cloyes CPA
​4308 E. Main Street
Whitehall, OH 43213

Phone: 614-236-1628
​and 614-947-1700
​Fax: 614-947-1776
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© JAMES R CLOYES CPA. COPYRIGHT 2017-2021. ALL RIGHTS RESERVED.
  • About
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Checklist
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients