Instructions for Drop off Service

 

         Gather your tax information. Please use the tax return checklist to assist you on what information is needed.

 

         Download and complete the drop-off form & privacy letter. Alternately, these forms are available in our office.

 

         Print your completed drop-off form & sign your privacy letter. Bring it, along with your documentation to your local              Laity Tax & Bookkeeping office.

 

         An Appointment for a phone interview will be made at this time.

 

         A tax professional will call at the appointed time to complete a thorough interview with you.

 

         If the tax return is completed during the interview, the tax professional will explain the results to you and answer any            questions that you may have.

 

         Otherwise, a second call will be pre-arranged so that we may finalize and explain the tax return and answer any                    questions that you may have.

 

         An appointment will be made for you to stop in and sign the paperwork to complete the process. Your tax return will          be e-filed upon receipt of payment.