We prepare and file tax returns for individuals, including those who are self-employed. Taxes can be stressful, so let us relieve the pressure from your shoulders and handle everything for you.
Please prepare and bring the following to your appointment with us:
- W-2 and 1099 forms from all employers
- All information on any other income earned/received for the tax year for which you are filing
- All information about any deductions or credits you wish to claim
- Copy of your tax return from last year
- Your Social Security or Individual Tax ID (ITIN) card, and those of your spouse and any dependents you wish to claim
- For each dependent, bring his or her birth certificate as well as proof that he or she is residing with you
- Photo identification for you, your spouse, and any other adult dependents
- A voided check for direct refund deposit
Download the 2024 TAX PREPARATION CHECKLIST
If you need more information or are ready to use our tax return preparation services, click on the button below to get in contact with us!
