Priority Service

Discover our Client’s Favorite service! Convenient & Secure.

Overview

We understand that you’re on the go. That’s why we’ve developed a convenient system to help speed up your tax preparation process.

With our Priority Service system you’ll avoid in-office wait times while we prepare your returns. Just show up for your results and annual tax planning interviews with one of our accountants.

It’s Safe & Secure. No need for mailing, scanning or emails. Upload your documents & files directly to our Secure Client Portal.

 

What to expect

  • There is no additional cost for this service. It’s a 100% free upgrade!
  • Allows for more one-on-one time with your accountant during your appointment. This gives you more time to review your results, discuss tax planning, and ask your accountant questions.
  • After sign-up, you will receive Priority Service instructions through our scheduling system.
  • In order to qualify for the service, we ask that you send all documents at a minimum of 7 days prior to your appointment.
  • You will receive an automatic reminder 8 days prior to your appointment for document submission.
  • If we do not receive your documents within 5 days of your scheduled appointment, a RTS staff member will contact you with the option to cancel the service.

 

What our Clients are Saying

We just had our taxes done and the priority service, was great. We didn’t have to wait to get our taxes done, just uploaded all our documents and when we came in for our appointment they were all done. The whole meeting took 15 minutes. Thank you so much and we will be using the priority service again next year.

Lauretta H.B., Rossman Tax Service Client
 
 


 

WATCH OUR VIDEO BELOW

Have Questions? We can help.

If you need to make an appointment, please call our office at 631-473-2022.
Appointments cannot be made through the Contact Us form.

9 + 15 =