Services
Tax Preparation Services
Tax & Business Consulting
Tax & Business Consulting
Tax return preparation process:
- Submit your tax information via one of the options below
- Discuss return details with your tax preparer over the phone and/or email. Your preparer will contact you when he/she is ready to discuss. If it is more convenient, a designated phone appointment can be scheduled at client request
- If you wish to sit down in the office to review and finalize the tax return with your preparer, please make that request during step #2
- Complete the signing process via DocuSign or in-office pickup (no appointment required)
We are open during normal business hours for drop-offs and pick-ups, and there is a mail slot in the front door for after-hours drop offs.
DOCUMENT SUBMISSION OPTIONS:
Email: info@tampataxcpa.com
Fax: (813) 672-8284
Portal: Call (813) 671-8700 or send an email to request access.
Drop-off or Mail: 6934 US Highway 301 South, Riverview FL 33578
You can access a general checklist of items that may be required for your tax return here:
Tax & Business Consulting
Tax & Business Consulting
Tax & Business Consulting
We offer a free 5 minute initial consultation. After that, all consulting is billed at $125 per half-hour, due at the time of service.
Consultation options:
- PHONE CONSULTATION (preferred)
Feel free to call and just chat with one of our accountants at any time. If no one is available to answer your questions, we can either call you back ASAP, or at a scheduled day/time.
- OFFICE VISIT
If there is something you think you can't discuss over the phone, feel free to schedule an office visit to discuss. Offer visits are offered on a limited basis and may require several days notice. You can call the office to schedule.
Drop-offs
If you would like to drop off your tax return documents, you may do so at any time – no appointment necessary! If you come by outside of regular business hours, there is a mail slot in the front door for drop-offs. Please be sure to write your phone number on your packet.
Appointments
Appointments are required if you would like to sit down to review, adjust and finalize your tax return in person. Please note that all information must be submitted a minimum of 72 hours prior to your appointment and appointments are made at your preparer's discretion. Appointments are NOT required to pick up and/or sign tax returns that have already been finalized over the phone.