New Clients Checklist

Tax Preparation

Purpose

The purpose of Parnell Financial Services is to prepare taxes with these vital things in mind. First and most important, we always place accuracy above all and make sure that your tax returns are done correctly. Secondly, we provide great customer service. We appreciate each and every client, and we show it. Third, we get your taxes done as quick as possible, but we never compromise accuracy for speed. This leaves us with happy clients with accurate and timely filed tax returns.

Fast and Accurate Service

 

Most tax returns can be prepared immediately in less than 30 minutes. You also have the option to utilize our mobile app to upload your documents. The returns are always prepared accurately, and as quickly as possible, without cutting any corners or missing deductions. The tax returns are always double checked once completed for accuracy as well. In addition, our customer service is unmatched. You will find that all staff members are genuinely friendly, helpful and competent in guiding you through the complex tax system. 

Tax Filing On The Go

We now offer a mobile app that allows you to send your tax information to us from anywhere- no need for an office visit! You can save time and get your refund quickly.

Secure

Securely transmit your tax documents and information to your preparer using a unique Tax ID number for confidential communication.

Easy To Use

Simply snap a picture of your tax documents, send them to your preparer and sign your tax return all from your mobile device.

Convenient

Quickly and securely send your tax documents to your professional preparer from your mobile device without ever having to visit an office.