Our Process

New Client Process

At O’Brien Tax Service, our process is very simple. It begins with a short consultation over the phone to learn more about your return and to gather information to establish what you will need to bring to your appointment. Next we will set the appointment and be provided an estimated cost to prepare your taxes

When you arrive at the appointment, your tax professional will review the prior year’s tax return and current year information to begin preparing the return. You will need to stay for the duration of the allotted appointment time to answer questions.

Once return is prepared our tax professionals will review the return step by step going over each number for your own education and understanding.

When the review process is completed, your tax professional will process the tax return, efile and submit the return within 24 hours. The tax professional will produce an invoice detailing charges for preparation. Payment is due upon completion of the return. We will accept, cash, credit card and checks.

Existing Client Process

We ask that all our existing clients please call to make an appointment with our tax professionals today. We have a few changes in the process but will explain when you call to schedule your appointment. This year we are accepting cash, credit card and checks for payment.

Remember you can drop information at our location or stay for remainder of appointment as always.

Thank you for choosing O’Brien Tax Service.

Rental Property and Business Tax Returns

At O’brien tax service, yes, we primarily do individual but we also provide tax preparation for sole proprietorships and for single member LLC’s that are prepared on the individual tax return. You might know this as Schedule C.

Also if you have rental properties we can help with that too.

Please call our tax professionals to schedule an appointment. We will need to have a 15-20 minute call to learn more about your business and/or rental properties.

FAQs

Answer: Yes, contact our tax professionals by calling the office.

Answer: Yes, we do. Please ask our tax professionals for details.

Answer: Yes, existing clients only.

Answer: Yes, we can prepare any state tax return.

Answer: Yes, and we can prepare your tax return later in the year if you need additional time.

Answer: No, we do not have instant refund available at this time.

Answer: We have a simple easy to understand fee structure that starts at $99.

Answer: No problem our 15 to 20 minute phone call will allow us to tell you what to bring to appointment.

Answer: Call or 423-847-9876 or 423-803-4829

Answer: April 17, 2017