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Writer's pictureKen & Addie

Your First Appointment: Non-business Returns

Updated: Mar 30, 2020


Stewart, the Pelican

Your first appointment at Pelican Tax Service should be a revealing experience. It should shine light on just how simple the tax process can be when left in the hands of folks who care about you AND are knowledgeable in taxation. It's the combination of those things that makes Pelican Tax Service special.


Your first appointment with us will probably take a little while longer than all the ones that come after it. We will need to record your basic information, to include the following:

  • Your name, birth date, and social security number. 

  • Your spouse's name, birth date, and social security number. 

  • Your dependents' names, birth dates, and social security numbers. 

  • Your address and occupation. 

After we gather that info, we will need any tax documents for the current tax year that were sent to you, as well as any deductions you might think that apply to you. Rest assured, even if you miss them, we will ask enough questions that you can be confident that every deduction possible will be considered. Most tax returns at Pelican will last about 30 minutes, from start to finish. Business returns will take a bit longer, as will more complex returns. 


If you aren't sure what documents you will need to complete your tax return, please give us a call at 405-265-7611 - or schedule a free consultation appointment with us here!


We hope this post helped you to feel ready for your personal tax appointment. If you'd like to learn more, please read the first post in our series "Your First Appointment: What to Expect".

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