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Tax Preparation Appointment Request

Welcome to the 2007 tax season! CAP COM Financial Services' team of professionals will make your income tax preparation procedure quick and convenient on our time - not yours! Our tax preparation team is backed by nearly 50 years of combined experience. We make sure you get all the deductions you are entitled to, so you don't pay more in taxes than you need.

We have provided a handy Tax Prep Organizer for you to use when gathering all the information we will need to prepare your return accurately in just an hour!

To request a tax preparation appointment, please complete the following information. We will contact you by phone as soon as possible to confirm your appointment and review the document requirements.

Name

Phone # (xxx-xxx-xxxx)

Email Address

New Client to CCFS? Yes No

How did you hear about us: Referral from existing tax client Web page information Emails to members Lines of Communication Referral from credit union employee

I would like to request a Tax Prep appointment and I understand that my appointment will most likely be in 2 weeks.

Available appointment hours: (appointments are scheduled in 1 hour blocks)
Mon., Tues., & Wed.	9:00–4:00
Thurs. & Fri.	9:00–6:00
Saturday	8:30–11:30

1st Choice

Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 10a-11a Th - 11a-12p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 9a-10a F - 10a-11a F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 8:30a-9:30a S - 9:30a-10:30a S - 10:30a-11:30a S - 11:30a-12:30p    Preparer No Preference Sally Wright JoAnn Bussman Ersilia Piccirillo

2nd Choice

Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 10a-11a Th - 11a-12p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 9a-10a F - 10a-11a F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 8:30a-9:30a S - 9:30a-10:30a S - 10:30a-11:30a S - 11:30a-12:30p    Preparer No Preference Sally Wright JoAnn Bussman Ersilia Piccirillo

3rd Choice

Date/Day February March April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Time M,T or W - 9a-10a M,T or W - 10a-11a M,T or W - 11a-12p M,T or W - 2p-3p M,T or W - 3p-4p M,T or W - 4p-5p Th - 10a-11a Th - 11a-12p Th - 2p-3p Th - 3p-4p Th - 4p-5p Th - 5p-6p Th - 6p-7p F - 9a-10a F - 10a-11a F - 2p-3p F - 3p-4p F - 4p-5p F - 5p-6p F - 6p-7p S - 8:30a-9:30a S - 9:30a-10:30a S - 10:30a-11:30a S - 11:30a-12:30p    Preparer No Preference Sally Wright JoAnn Bussman Ersilia Piccirillo

 
If you have any questions, feel free to call us at 518.782.0209 or 800.688.1045.

Please return or drop off your Tax Prep Organizer and tax documentation at least one week prior to your scheduled appointment.