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New Client Paperwork (bring with government id, signed engagement letter, and last year's return to your initial appointment)

Check the Status of a Return we are working on for you
Check to see if your Return is ready for pick up at 5650 Blazer Parkway, Dublin, Ohio
Check to see if your Return has been E-Filed
Check to see if your Return has been accepted by the Federal Government

Senior Tax Strategies of Ohio, LLC

Click on an icon below to enlarge and print the file.

Left: Regular Organizer                          Right: Expanded Organizer
(used by most clients)                           (select pages may apply to you)

Regular Organizer       Expanded Organizer

Commonly used Additional Organizer Pages: Self-Employed; Employee Expenses; Medical Expenses; Rental Expenses; ObamaCare Information

WHEN COMING IN FOR YOUR INITIAL APPOINTMENT PLEASE BE CERTAIN TO BRING EITHER THE REGULAR ORGANIZER OR THE APPROPRIATE PAGES OF THE EXPANDED ORGANIZER SO THAT WE CAN FULLY DISCUSS YOUR SITUATION. You can review a copy of our standard engagement letter here.

IN ADDITION, PLEASE BE CERTAIN TO BRING A COMPLETE COPY OF YOUR LAST YEAR'S TAX RETURN AS FILED. All new clients must meet in person and bring government issued identification to the first appointment, even referrals.


Drop off and pick up location for ALL returns
AmeriCenter Office Building, 5650 Blazer Parkway, Dublin, OH 43017

(614) 734-8451 9 am - 5 pm Monday through Friday

Fax:  (614) 452-8281  Email:  Taxes@GrandmaDavis.com

Office Signage
Click here for directions
(opens in new window)

ALL NEW CLIENTS must remember to bring ID (driver's license or passport), a completed organizer, signed engagement letter, and a complete copy of last year's filed return.  ALL NEW CLIENTS must schedule a face-to-face appointment.  Plan 20 minutes.

ALL RETURNING CLIENTS must remember to bring a complete copy of last year's filed return (your 2015 folder) along with all documentation necessary to prepare your return.  Returning clients do not need to schedule an appointment to meet unless there are circumstances we need to discuss.  I WILL NEED A COPY OF YOUR DRIVER'S LICENSE, PASSPORT, OR STATE ISSUED ID CARD IN ORDER TO PREPARE AND FILE YOUR RETURN.

PLEASE REMEMBER WE MUST DECLARE ANY PURCHASES YOU DID NOT PAY STATE SALES TAX ON which would include out of state purchases and internet purchases.  I'll need the dollar amount you purchased so you can pay the appropriate sales tax with your return.

Remember your health insurance information:  who was covered, which months, what premium did you pay personally, what expenses did you pay personally?  Usually this is provided to you on Form 1095 from whomever is providing your health insurance.  If you are part of a medical sharing plan, I need to know that as well.

THE IRS IS REQUIRING IDENTIFICATION TO HELP LESSEN ID THEFT.  PLEASE BE PREPARED TO LEAVE A COPY OF YOUR DRIVER'S LICENSE, STATE IDENTIFICATION CARD OR PASSPORT.  I MUST HAVE THIS INFORMATION IN ORDER TO EFILE YOUR RETURN.

I WILL BE OUT OF STATE FROM FEBRUARY 13-20, FEBRUARY 23, MARCH 18-25 and APRIL 13-17.  YOU CAN CONTINUE TO DROP OFF RETURNS AND I WILL BE ABLE TO RECEIVE MISSING INFORMATION REMOTELY, BUT I WILL NOT BE ABLE TO MEET IN PERSON WITH ANYONE DURING THOSE DATES.


Drop off and Pick ups can be completed 9 am - 5 pm, Monday through Friday.
Click here to schedule your drop off or pick up time if you need an appointment.

Discounts apply if you call in earlier in tax season (rather than later) and get yourself on the calendar (even though you won't be coming in until later). See below for details on the deadlines to call in to be eligible for the discounts.

All meetings are arranged by appointment only.




Pricing Information

$89.99 Federal, Ohio, City, E-file

Self-Employed add $60 - - - Real Estate / Royalities add $50
Additional States or Municipalities add $35
More than 5 entries on Schedules B and D combined add $2 per entry
Trusts / Estates add $70 - - - Non-Profits add $80

Dependents or 1040EZ returns are always $25

Returning Clients, call and let us know you are utilizing our services:
$10 discount prior to March 1 additional $10 discount prior to February 15

New Clients, call to schedule your appointment:
$20 discount if you call us prior to March 1
All NEW clients must meet in person, even referrals.

An additional $10 discount is available to tax clients (new and returning) who also use some of our other services (LegalShield, identity theft coverage, life insurance, retirement plans, annuities, health insurance, medicare supplements, MediShare, etc) regardless of when you call to utilize our services.



If you have questions, please email me.

Helen Davis

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