Returning Clients

Welcome Back for the 2011 Filing Season!

Since we already have most of your required data in our system*, your process will be faster.
However, we need to know if any changes occurred in your filing status last year.

* For returning clients only



STEP 1: Information Changes Last Year

Please fill out this form, then click the 'DOWNLOAD' button. Once complete, you will be prompted to download your results in PDF document, please save the document to your computer.







1. Was there a change in your address?
Enter your new address:

2. Was there a change in your bank info?
Enter your new banking info:

3. Was there a change on your dependent's status?
Enter your dependent's status:

4. Has any moving occurred in 2011?
Please specify:


Please note any other items that we should consider:








STEP 2: E-mail Tax Documents

Please click the SEND E-MAIL button below, and attach the following documents:

  • PDF Returning Client Information Form (PDF from Step 1 above)

     
  • If you have stock transactions, use this Schedule D reporting format and send us the completed Excel spreadsheet as an attachment:

    Download Microsoft Office Excel spreadsheet - Stock Trades Information Form Download Stock Trades Information Template

     
  • All your tax-related documents, such as:
    • All w2s
    • Bank interest and dividend statements
    • Mortgage statement, property tax charity contribution amount, etc.
    • Stock sales
    • All other income-related documents
    • Student loan interest paid and college tuition amount paid in current year
    • Moving expense and miles moved
    • All other tax-deductible items

Click here to SEND E-MAIL to CPA


If you are having problems with the SEND E-MAIL button, login to your e-mail and send an e-mail with the above documents attached to: cpa@keystonetax.com


I thank you for your confidence in our service. We shall send you an initial draft in 48 hours.
Please introduce our service to your friends and families also.

Sincerely,
Joseph Oommen, CPA

2010 Tax Season

New Client Startup
Returning Clients
Tax Season
E-mail Us
Tax Season
Where Is My Refund?
Need a Tax ID Number?
Report your foreign bank account info if over $10,000