Getting Started – Individuals

If you need help with your federal or state taxes, we’re here to help.

• Start by sending us a message on our contact us page, emailing us at taxinquiry@ciampitax.com, or calling our office for an initial discovery call.
• During this time, we will gather some basic information, outline the necessary documentation, answer your questions, and assess whether we are the right firm to best meet your needs.

• Refer to our Tax Return Checklist to ensure nothing is overlooked.
• Include any major life events (marriage, new baby, relocation) and changes to pertinent personal information (bank change, bank account number change).
• Review your previous year’s tax return to identify documentation you will need again.
• Check for any missing information and work on obtaining it.
• Please organize all documents.

All documentation must be obtained prior to submission. Please ensure all documents are complete and submitted togther, rather than in separate parts.

Choose a convenient submission method.

• Upload to Our Secure Online Portal: Request access to our encrypted platform by emailing associate@ciampitax.com.
• Drop-off: During office hours or after-hours via our secure and
  monitored dropbox.
• Mail: Use USPS or carrier of your choice to send your documents to our office.

Appointments are available via in-person, via Zoom, or by conference call.

Once we receive the documents, we require at least five business days to review them before scheduling your appointment. Appointments can be
booked online through the Schedule an Appointment icon at the top of the page or by contacting our office.

We recommend online scheduling if possible. If calling, please be patient as phone coverage is limited.

Before your appointment:

• List questions or topics you’d like to address.
• Bring any missing or additional information.

• Confirm accuracy in all details including banking info, names, and direct deposit details.
• Sign IRS Form 8879 and our Letter of Engagement (hard copy or electronic).
• Return the signed Form 8879 promptly to authorize e-filing.
• Pay invoices promptly to receive your final tax package.

Please note that if any of these data fall on a weekend, due date defaults to next business day.

Please note that an extension does not allow you to delay payment of any taxes owed.

Any unpaid taxes after the original filing deadline will incur penalties and interest.