FAQ
Why is Anna changing how returns are scheduled?
To improve turnaround time, and better serve each client, we’re introducing a “Pick Your Week” model. You’ll select the week your return will be prepared, helping us stay on track and prioritize your return with clarity and care.
How does the “Pick Your Week” system work?
- You’ll choose a week for us to work on your return.
- To be included in that week’s schedule, you must submit all required documents by the Friday before.
- If you don’t meet the deadline, your return will be rescheduled or extended.
How do I schedule my return?
- Individual clients will receive a Calendly link to choose from available weeks.
- Business clients will be scheduled by our staff via Calendly.
- If you are a paper client, you will receive a printed mailer with scheduling details and can call our office for assistance.
I usually drop off paper documents. Can I still do that?
Yes—but we are encouraging clients to switch to digital submission. If you choose to drop off documents:
- There is a $50 paper processing fee to cover scanning and handling.
- You’ll still need to schedule your week either by phone or with assistance from our team.
- We’ll send reminders by mail, and you can call to confirm your week.
- Paper drop offs will only be on Fridays.
Can I switch to uploading documents online?
Absolutely! You’ll receive instructions and a QR code to download our secure TaxDome portal app. It’s free, easy to use, and the fastest way to submit documents and get your return completed.
What happens if I don’t have all my documents ready?
- If 1–2 items are missing, we’ll give you a 24–48 hour grace period to submit them.
- If several key documents are missing, your return will be rescheduled to the next available week—which may be after the tax deadline.
- We’ll communicate clearly if this happens and help you file an extension if needed.
What about business returns?
Business clients will be scheduled by our staff via Calendly.
Key notes:
- Scheduling opens January 16, 2026
- Returns we handle full bookkeeping for will be scheduled first
- Clients without organized books may be scheduled later or advised to file extensions
How can I prepare to make my return process smooth?
- Gather all required documents early
- Use our checklists and portal to submit everything
- Book early to get your preferred week
- Choose the right package for your needs
- Communicate if you’ll miss your deadline—we’re here to help!
How will I be contacted?
- Digital clients will receive updates via email + TaxDome chat
- Paper clients will receive a printed letter in the mail
- Everyone will have access to FAQs, scheduling links, and checklists via email or printed insert