Tax Checklist - Ben Franklin Tax Services

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86$QDPHDQGDGGUHVVLIDYDLODEOH &KHFN/LVW Please, print out, complete (to the best of your knowledge) and send us the updated tax
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documents & information requested in the Checklist and the Tax Organizer
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Was it from job, private purchase, Medicaid/Medicare or Marketplace?
Do you have form 1095-A or B or C?
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MINIMUM
FEES:
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Minimum fees:
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provide the best and most efficient customer service,
all customers must provide an initial $50 non-refundable
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fee before we can begin work on the tax return. Consulation fee is additional and independent.
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When
the
tax return is completed with us then theintial fee only is credited to the final bill.
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For all clients, the non-refundable initial fee deposit is $50.
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