Returning Clients

Returning clients are a sure sign that we are doing the job that you expect and deserve. In order for us to continue to serve you well, please download and complete the required documents from the “Forms” menu. Even if the information is the same as last year, please complete the forms. The IRS is continually requiring more paperwork and is cracking down hard on tax preparers who choose to take shortcuts in their record keeping. The forms that are required are clearly marked. RWH Tax Preparation is now permanently located in The Villages, Florida. Any returning clients who would love to come to Florida during tax season to get out of the cold are more than welcome to visit us. For those who find that difficult or impossible, we are offering a number of possible options to continue using RWH Tax Preparation as your preparer:

  1. Today’s technology allows me to continue being your tax return preparer by you simply sending all the necessary documents to me electronically. It is easy to upload files to me using the Contact/Upload Files tab. You may also choose to send documents via FAX (928)223-3288 or a secure Dropbox folder that only you and RWH Tax Preparation can access. Please contact me to request access to your personal secure Dropbox folder.
  2. If technology does not work for you, another option is for you to simply mail me copies of your documents. I will return them with your completed return. We will communicate via phone, text messages, and email as necessary. I recommend that you use certified mail, so you can track your documents. I highly discourage sending documents as an email attachment unless you have a special email service that provides encryption security.
  3. If neither of these options work for you, or if you feel more comfortable having someone local year-round to call for your tax preparation needs, just let me know, and I will put you in contact with another preparer that I have known and worked with for many years. He works in cooperation with RWH Tax Preparation, so I will still be able to review your returns before they are filed.

Please contact me at your earliest convenience to let me know which of the above options will work for you.