Things To Bring

Things Needed to File Your Tax Return
  • Proof of Identity (ID Cards, SS Cards etc.)
  • Dependents Birth Certificates 
  • New Born Medical Immunization Records
  • Proof of Residence (Lease or Rental Agreement)
  • Last Year's Tax Return (New Clients)
  • Proof of Income (W-2's, 1099Misc.)
  • School Records for each Dependent on the Return
  • Itemizing your deductions ​​​​​​​(Medical & Dental Records, Property Tax Statement, etc.)

Business Returns
  • Call to make an Appointment