New Clients:

Welcome to Shane, Navratil & Co. We are delighted to be starting a relationship with you. We strive for excellence in our work and our customer relationships. During tax time, appointments are very limited so that we can all stay healthy during the busiest time of the year. We, unlike other firms, operate on a drop-off system. That means that when you have collected all of your tax documents, you can bring them to us and we will work on them. No appointment needed to drop off (or pick up) your materials during business hours.

In addition to providing all of your regular annual tax documents, we will also need copies of your driver license(s), your previous year tax return, and your banking information if you want any refund to be sent electronically to you. Below you can find the new client information sheet, which you will want to bring along, and a check list for tax documents.

Returning Clients:

We are so pleased you have chosen Shane, Navratil & Co to work with you again for your tax preparation needs. At the top of the page is a checklist you can download and print. Or, you can call Maggie at 860-456-2297 or email her and have your Tax Organizer mailed or emailed to you.