Text Box: Text Box: 	Bell and Bell         
          	                 Tax Services LLP

 

1. Contact us by email or phone 425-401-9619 to check if we are accepting new clients and for e-forms to get started.

2. Email completed e-forms to us and indicate 3 preferred appointment dates and times. Standard times are below; other times on request. You will receive email appointment confirmation.

 

 

 

3. Prepare all documents (listed in step 4) for current tax year in one or more of the following formats:

a. One or more PDF files submitted by email, shared through DropBox, Sky Drive, etc., or mailed on a CD;

b. Single-sided 8.5 inch x 11 inch photocopies presented in person or mailed;

4. Provide these current tax year documents:

a. W-2ís, 1099-INTís, 1099-DIVís, brokerage house statements including supplemental information, other 1099ís, 1098 (mortgage interest), K-1ís, etc.

b. Other supporting documents, e.g. HUD-1 for home purchase, sale, or refinancing, evidence of charitable contributions, moving expense receipts, vehicle registration receipts.

c. Image of a personal check for automatic deposit of tax refund or automatic payment of tax due, and auto-withdrawal of our fee.

5. Provide your prior year return (PDF or photocopies as in item 3 above) OR bring an original for us to examine and advise you on appropriate forms to scan or photocopy for our records. No charge for us to analyze and check for overlooked tax savings;

6. Relax and preserve your time for family, hobbies, and other pleasures.

7. When the return has been prepared and checked, an encrypted password-protected PDF version will be emailed to you.† Review the return, approve it, and send us signed/dated e-file authorization form(s).

†††††††††††† If you have signed up for auto-withdrawal of our fee (strongly preferred):

†††††††††††† a.†††††††††† We will e-file for you and will notify you when the IRS (and state taxation † †††††††††††† †††††††††††† boards if any) have accepted your return.

†††††††††††† b.†††††††††† You will then receive an invoice and it will be paid automatically at a later date.

If you pay our fee by check:

a. You will then receive an invoice.

b. New clients and some continuing clients will be required to pay their invoice before we e-file for you.

c. We will notify you when the IRS (and state taxation boards if any) have accepted your return.

8. You will receive a PDF of your completed return. (Paper copies are available by mail for $10.)

10900 NE 8th Street Suite 1000

Bellevue, WA 98004

Phone: 425.401.9619

Lake Sammamish in Winter: ĎTis the Tax Season

TUESDAY AND FRIDAY

1:00

2:00

3:00

4:00

SATURDAY

9:00

10:00

11:00