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Services FAQs

Frequently asked questions regarding Bailey & Utley's services.


Q

How long should I expect it to take to have my Personal Income Tax return available for my review?

A

All activities take a different amount of time to prepare an accurate and complete filing or achieve an appropriate task. Our office will communicate before hand to make sure all expectations are accurate. If you have any questions, we are always available for review.


Q

What is your process?

A

Our process includes sending a Personal Organizer. Organizers are used to gather all pertinent information. Organizers are sent during the beginning of the year allowing you to gather all your information prior to April 15th.


Q

Can I file an extension for Personal Income Tax returns?

A

Yes you can. We have a specific cut off date of March 23rd. If your Organizer is not received by our office by that time, we will automatically schedule you for an extension to be filed. Please note that you are still responsible for the tax liability. If an extension is required we will schedule a review with you prior to April 15th. You are still required to pay your tax liabiltiy. 
Please note that even though the tax information received prior to March 23rd an extension may still be required. There is no guarantee of filing by the April 15 deadline but every attempt is made to file timely to avoid extenstion filings.


Q

What can I do to help you, my accountant?

A

Everyone is different. Having an organized process documenting your financial materials over time will allow us to accurately prepare a complete and accurate return.


Q

Should we talk and review at different time per year?

A

That all depends. A phone call or email regarding a unique event is always a good idea.