Villa Rose Associates Ltd.
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Villa Rose Associates Ltd.
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Preparation by Mail
Instructions
Thank you for choosing Villa Rose
Associates for
your tax preparation needs. We've been doing taxes through the mail for years.
This document will tell you how it works.
Special Note
We will file ALL federal and most state tax returns electronically this year.
Please click here for signature instructions [Click
Here]
Here's what YOU
need to do:
1. Check over the Organizer
List of what we need to have to prepare your return.
2. Gather the necessary information.
3. IMPORTANT:
Except for W-2's, NEVER send
us the original copy of a document. We
need the original W-2's to attach to your completed return; but you should make
a COPY of all your W-2's and keep them in
a safe place. Make legible copies of 1099's and other documents and send us
the copies. Keep the originals in a safe place.
4. Use
a trackable service for sending us the information. This
can be registered mail, priority mail, Fedex Letter, UPS Letter, or any other
carrier who will provide you with tracking information. Send
it to the following address:
ATTN: Prep-by-Mail
Villa Rose Associates, Ltd. 9 Deep Run Ct Morganville, NJ 07751
5. Send us an Email
with the tracking number, carrier and expected delivery date so we can be
ready to process your return. If we do not receive your information when
expected, we will notify you.
6. We will examine the information you send and give
you a firm price quote. If
you have an Email address, we will send the quote via Email and will expect
you to reply with an approval before we go ahead with the preparation. If you
do not have an Email address, we will attempt to contact you by phone and
receive a verbal approval. If you choose not to proceed after the quote, we
will return all of your documents to you.
7. After approval, we will prepare your return from
the information you have provided. If we have additional questions, we will
contact you by Email or phone.
8. When your return is complete, we will send it to
you via a trackable carrier service along with a bill for the services we have
provided.
9. I filed my tax return and have not yet received
my tax refund - [Click Here]
If you have any questions about these instructions, please email jeff@villarose.com or call 800 621-6394
NEW - AUDIT SERVICE AGREEMENT PROGRAM -[Click Here]
Package Tracking
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