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Documents Needed for Tax Preparation

This Is All You Need:

-Social Security Card & Birth Date: For Taxpayer(s) and Dependents

-Photo ID: For Taxpayer(s) (Driver's License, Passport, Green Card)

-All Income Documents: (Copy of Last Year’s Tax Return, W2, 1099) 

-Health Insurance Card: For Taxpayer(s) and Dependents

-Other Documents: To Support Filing (1098-Mortgage Interest Statement, Child Care, Charitable Contribution Statements, Employee expenses..,etc.)

-Call For A Free Phone Consultation: Upload Documents From Your Computer, Cell Phone, or Tablet and Get Taxes Prepared Right Away!

Set Up An Appointment-Visit One Of Our Multiple Convenient Office Locations or We Can Come To You!


It's Just That Simple! 

It's Tax Time!

Check out this great video