RTP Accounting is a “drop-off” tax service.  That is, unlike some franchise operations, tax returns are not prepared via an interview as you sit across from the preparer.  The following is the process at RTP Accounting:

• Clients will need to complete a “Client Profile.”  The profile collects critical information about you, your spouse and your dependents. 
  
  Such information includes:
  • Complete Name
  • Address
  • Social Security Number
  • Date of Birth
  • Relationship of Dependents

Existing clients need only enter their Name and date unless some of the prior information has changed.  All clients will need to sign, date and express whether they elect to have their return(s) e-filed.

This process take only a few moments and care has been taken to make sure the form is user-friendly and provides enough room for you to enter the information.

• A general interview will be conducted.  “Client Profiles” and documents will be reviewed and particular issues investigated, e.g. whether a child qualifies as a dependent and whether a child qualifies for “Hope” or “Lifetime Learning” credits.

• A time and date will be agreed for picking up your return.  Generally, returns are completed within two days.  This allows for a more detailed review of your documents an opportunity to call with questions.  If there is a particular urgency, you are welcome to visit one of the area restaurants … including a decent owner-operated Italian restaurant within walking distance … Pembroke Mall or City Center, about 2 miles north on S. Independence Blvd.  If you require “Urgent”, i.e. same-day service, you will need to have with you a telephone number for immediate access.

• Upon your return, RTP Accounting will provide you with: a) your original documents, b) a copy of your Federal and state returns for your files, and c) if you choose to file by mail, you will receive a copy of your returns for paper filing.  Please note, even if you owe additional taxes, you can still e-file your tax returns and specify a date as remote as the filing deadline date for automatic withdrawal from your bank account.  Also, if you cannot afford pay the additional tax due, payment arrangements can often be made with the taxing authority to pay over time without occurring penalties.  In such a case, interest will be changed and the return(s) must be filed by the deadline.

• RTP Accounting will keep a paper copy of your return(s) as well as a computer file.  Clients choosing to e-file must sign an authorization which is kept by RTP Accounting; a copy can be provided.  Also, clients must sign an acknowledgement statement, which, among other things, expresses that the returns were prepared based on information provided by the client.  A copy of the acknowledgement statement is available elsewhere on the web site.

• Payment is due at the time the returns are presented to the Client.  RTP Accounting accepts cash and personal checks.  Please note, RTP Accounting does not keep significant amounts of cash on hand.  As such, change made for cash payment may need to be made by check.  Also, RTP Accounting does not deduct its fee from anticipated refunds.  However, arrangements might be made to hold a personal check for up to three weeks.

At present, RTP Accounting is currently making arrangements to be able to accept credit card (Visa and Mastercard) payments.  If you intend to pay by credit card, please check back to this web page.