Thank you for choosing Ambrozy Accounting.
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Here at Ambrozy, we strive to provide world class accounting services to our clients. This letter will confirm and specify the terms of our engagement with you and clarify the nature and extent of services we will provide.
Business Tax Clients:
To complete forms needed prior to your appointment and for checklists to help you get organized click here
Personal Tax Clients:
To complete forms needed prior to your appointment and for checklists to help you get organized click here
Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal here, faxed (215-985-0108), or dropped off in person at our office. Please contact our office to setup access to our portal.
If more information is needed to prepare your return, a tax preparer will get in touch with you. Pending any missing information, your tax return will be complete no more than two weeks after all documents have been received. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you by March 20th, it may be necessary for us to pursue an extension of the due date of your return.
Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.