TAX PREPARATION

TAX PREPARATION OPTIONS

We offer two options for tax preparation according to your preference: appointments or "drop-off" service.

• If you choose to make an appointment, we encourage you to view available dates and request an appointment online now, as times will fill up quickly.
• If you choose to "drop-off", it is not necessary to schedule an appointment. Please provide your tax information, we will then contact you with questions and when your returns are complete.

APPOINTMENT

In-office, scheduled tax preparation appointment.

• Face to face meeting with Stephen W. Callahan, CPA
• Appointments generally run 45 - 90 minutes
• We recommend appointments for first time clients with:
  • business income
  • rental properties
  • lengthy itemized deductions
  • multiple tax years to be filed
  • IRS problems
• Appointments are also recommended for tax years with extraordinary events:
  • start a new business
  • sale of property
  • unusual investment transactions (cost basis unavailable or very old)
  • death of taxpayer
  • estate or inheritance issues

» Request an appointment «

DROP-OFF

No appointment neccesary. Provide us your tax preparation materials, we contact you when complete.

• Drop off returns are prepared by Stephen W. Callahan, CPA, in the order they are received
• We may contact you if questions arise, giving you the opportunity to respond at your convenience
• We will contact you when your returns are complete to arrange for your signatures to finalize filing
• If we find a need for further discussion, we will schedule a meeting during preparation, at pickup, or off season

These materials are required for all drop-off clients:

• All forms W2, 1099 and other relevant financial information.
• View a list of what to bring.

You can provide your tax information to us by one of the following methods:

• Email to taxes@callahan.pro
• Drop off to our office anytime during office hours, or use our convenient front door mail slot 24/7
• Postal mail to: The Callahan Group - 1111 Hillcrest Road - Suite 260, Mobile, AL 36695
• Fax to: 251-300-6021. We recommend that you call or email to confirm receipt

NEED HELP CHOOSING?

Still not sure which tax preparation type is best for you?

• Call us at 251-300-6020 to discuss your individual situation and we will help you decide.
• You are not locked in to one option - you can change year to year.