Frequently Asked Questions
- Won't I lose all my past records if I change
tax companies?
- What if I'm audited?
- How do I get to my appointment?
- Where can I find a real person on the phone?
- What should I bring to my appointment?
- With whom will I meet for my appointment?
- What if I have to cancel my appointment?
- When do I get my finished return?
No! Your previous tax person is required to maintain past copies of your tax returns
for 3 years. Original copies of
detailed supporting information must be returned to you after completing your returns. The tax company will normally provide you
with and charge you
for copies of past returns. Records of your past returns are available
from other sources and can be retrieved at a cost equal to or less then that
charged by the previous tax person, but with longer delays.
The founder and Principal of Douglas
Tax, Neil Harrison, is an Enrolled Agent which allows him to
represent client and non-client individuals and companies before the Internal Revenue
Service and to accompany you within U.S. courts having jurisdiction over tax cases.
He has 34 years experience in tax preparation and
tax consulting
services representing individuals, fiduciaries and business entities. Neil's experience includes broad exposure in representing clients
before the Federal and State tax authorities in matters ranging from
correspondence to in-depth multi-year audits..
Directions are provided in this web site. Just
click on 'Locations' in the left margin of this page, find your appointment
office, then click on 'Directions.' You should also receive directions to
your appointment which we send to you by mail or e-mail! You can also call
us for directions . . . but leave enough time for us to receive your voice-mail
message if you do not contact a live receptionist.
We try to
cover the phones ourselves if we are in the office, without client and not on another
line. We also try to respond to your messages promptly and haven't heard
many complaints so far! We have found our past receptionist services
result in an immediate redirection of your call to our voice mail anyway.
You should receive by mail or email a list of items to
bring to your appointment! If you did not receive this list at least two
weeks before your appointment, please call and inform us!
Neil "Douglas" Harrison unless you are
otherwise informed at the time your appointment was confirmed!
We very much hope you can advise us of your intention to
cancel at least 4 - 7 days in advance of your appointment! We cannot
assure a new appointment at the same temporary, seasonal office. We might
have to rebook you for the Sherman Oaks year-around office.
One way to utilize your, and our cancelled appointment
time wisely is to mail or hand deliver all your tax information to us for
arrival at our
13701 Riverside Drive address three or more days in advance of
your appointment. Then call us and e-mail us to let us know the package is
on the way. We can than use your appointment time to prepare your taxes
and, if possible, talk with you over the telephone about your tax information.
This approach might eliminate the need to rebook your appointment.
Emergency causes for cancellations are unavoidable. However, if you are
canceling
simply because you do not have all the information you expected for your tax
appointment or you have a cold or you couldn't get a baby sitter, we highly encourage you to come
to the appointment anyway! Bring those youngsters with you!
Or, bring a hospital mask or dust mask that you can put on in our offices to
avoid spreading your cold! Or, forward any missing information to us later
so we can at least get your
return(s) initiated! In other words, we appreciate anything you can do to
help us avoid a policy of charging for last
minute cancellations in the future.
Clients electing to file their returns electronically
using the 
services we provide may
receive their return within days provided we are able to complete the return
during the tax appointment time period. The client's review and acceptance
of the return will allow us to expedite its final submission immediately.
Click on the icon to the left of
this screen to read more on this subject.
Clients choosing our traditional filing methods should
normally receive their tax return 7-12 days after their appointment unless they
are (a) informed of missing information at the time of the appointment needed to complete the return or (b) informed of our need to
rerun their return for a reason indicated. If your return does
not arrive within the expected timeframe, please call and inform us at your
earliest convenience.
Client Support.
Copyright © 2000-2012 Douglas Tax Company. All rights reserved.
Revised: November 24, 2018
.
