Frequently Asked Questions

Do I need an appointment? No. My drop-box is available 24 hours a day, 7 days a week. If you would like to meet with me personally, you can feel free to give me a call and set up a time to see me

How long will it take to have my tax return prepared? Anywhere from 1 day to 1 week, depending on what is involved and how many returns are ahead of you.

When will I receive my tax refund? If you electronically file, it will be 10-14 days. If you mail in the return, it will be approximately 4 weeks.

I live a far distance away from you. Can I just mail or fax you my tax information? Definitely! About 15% of my tax business is from people who live either out-of-state, military, or in PA but do not want to drive to Myerstown. Simply mail the paperwork to me, and I'll call or email you with questions and mail the competed tax returns to you securely. Easy as that!

Where are you located, and is there parking? I am located in Myerstown, PA and have an office at my home. There is plenty of parking and a drop box is available for pick up and drop off at any time.

What paperwork should I bring? W-2 forms....1099 forms or any other proof of income...pension/retirement income....social security or unemployment income....child care expenses....educational expenses.....work-related expenses....self-employed income and expenses....mortgage interest statement....real estate taxes paid....charitable contribution receipts....college tuition payments (room & board are not deductible)....any forms or envelopes you received from taxing authorities...and any questions you have.
If this is your FIRST year using Morrison Accounting, also bring a copy of last year's tax return, dates of birth and social security numbers for taxpayer, spouse, and children. If I have done your taxes before, then I have that information already.

Do you charge for a consultation? Not at all. I value saving my clients money, so consultations, questions, phone calls, and faxes are at no charge.

What business services do you provide? I provide small business accounting, bookkeeping, payroll and personnel services, and W-2/1099 year-end services, and tax reporting. See the links on my webpage for more information and general pricing.