Yes. In order for Curl CPA to have the information necessary to complete your return, we need each client to complete the questionnaire, sign/return the Engagement Letter, the Quarterly Estimate Worksheet, and review all information included in the Organizer packet and make corrections.

No.  As long as you have the supporting documentation for your records, you can give us a total amount.

To reduce errors and omissions, we ask that you bring all of your tax information at one time.

Turn in everything else and include an itemized list of what is missing.  This scenario will more than likely result in an extension being filed.

No.  Bring your information anytime the office is open or use the drop slot in our door to drop off your packet/information.  You can also use the secure portal to upload your documents.

No. Once the accountant begins to process your return by using the information provided in your Tax Organizer and documents, they will contact you if they have questions.

Please call the office at 919-383-7462 or email your accountant directly. However, appointments are very limited during peak tax season. Please inquire about your appointment time before February 1st or after April 15th.