Michael P. Rudy and Associates - mrcpa.net

Appointment Preparation

Information requested in the following documents is required for us to prepare a complete and accurate 2017 return for you, so please use the following options for completing and submitting this information online or in person.

Online or Offline Appointment Preparation

  • 2017 Engagement Letter – All Clients,  this document must be printed and signed on a hard copy and delivered on your tax appointment day.

 

 

Supporting Document Submission

Help us to improve your customer experience!
We are always looking for ways to improve the customer experience. One way is to submit your supporting documents to us online in advance of your appointment. This document submission process includes 2048 bit SSL encryption of your sensitive documents to ensure that your data is safe as it travels across the internet and into our secure office network.

client_document_submission

Note about offline PDF documents: Open PDF documents in Adobe Reader. If you already have Adobe Reader installed the file should open if you double click on the downloaded file or choose “Open” after the download completes. (click here of you need to install the free Adobe Reader)

  1. To process offline, print and complete the required forms on paper.
  2. Mail or deliver the completed form to our office in advance, or bring it with you to your tax appointment.
    Michael P. Rudy & Associates
    3521 E. Lincoln Highway
    Thorndale, PA 19372-1005