2025 Tax Season Client Orientation
We are honored to be hosting a in-depth in-person orientation on how to best prepare for the upcoming tax season with your FancyCPA, Simone Clarke.
Buckhead Art Gallery will host the orientation on November 30th, 2024 at 1:00 pm.
So, what is the client orientation?
The orientation will provide an overview of the client portal, educational resources, user-friendly templates to easily compile tax information and much more!
To file 2024 taxes with Clarke CPA LLC and obtain access to the client orientation a deposit and signing of your client engagement letter will be necessary. This will also ensure we will be able to file your taxes at our legacy rates starting at $250, as our prices will increase in the upcoming tax year. Clients who remit their deposit and sign their 2024 engagement letter will be invited to our live client onboarding orientation that we will be hosting on Saturday, November 30th at 1:00pm.
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Please Note: Remitting your deposit and signing your 2024 engagement will serve two purposes, locking in legacy rates and admission to the live client orientation. Our price increase will be effective January 1, 2025, so it is crucial to sign the engagement letter and remit your deposit to maintain the legacy pricing. Personal returns will be raised to $450, etc.
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Benefits of Tax Preparation with Clarke CPA LLC
Virtual Tax Preparation
Convenient and efficient
Tax prep from the comfort of your own home
Flexibility to complete at your own pace, no appointment necessary
Digital documentation of taxes with
supporting documents
In-Office Tax Preparation
Face-to-face in office with Lead CPA
Unlimited questions
Tax planning and strategy tips for the following years filing
Rapport and Relationship Building