Use this form to request and prepare for appointment.
Helpful tips for making the most out of your appointment with the Tax Savior.
Good news! We now have an interactive calendar! You can book your own appointments!
Below the form ARE TIPS FOR EVERYONE WHO WILL BE MEETING WITH SHERIDAN SO THAT THEY MAY PREPARE EFFECTIVELY FOR THEIR APPOINTMENT!!
To book an appointment to have your taxes done by Sheridan Vernon please use the following calendar active In Connecticut during March and April Only:
On the day of your appointment PLEASE keep your cell phone on so Sheridan can call you if he is running late
When you arrive if the door is locked call Sheridan on his cell phone
Please open all envelopes and remove all documents
Please unfold to their largest size
Please put dividends together
. Please put interest together
. Please put all donation receipts together
. Please have your check register for all of the last year
. Please have your credit card statements if you paid for deductible items
. Please bring your receipt for any new or used vehicle purchase
. Put all mortgage interest payment 1098 forms together, LABEL each mortgage with each address, as well as Primary Residence, Secondary Residence, or Rental
. Put all wage statements w2 together
. Please actually look all the papers over before leaving your home 15% of clients leave something on the kitchen table that is needed
. Bring the closing documents for any real estate bought or sold
All of these procedures will reduce the chance of error, speed up preparation, and cost you less in fees
Thank You for your help
Thank you for following the directions, it may help if you print this out to follow as you do it.
And Sheridan, your personal Tax Savior
And Larysa, Tax Savior Jr.
Email Sheridan TaxSavior1@gmail.com
Call Sheridan 860-208-3329