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Our Services
Learn more about how we can help you with your tax and bookkeeping needs.
What To Bring to Your Tax Appointment
1
Personal Identification
Telephone Number
Change of Address
Dates of Move
Dependent Social Security Numbers and Dates of Birth
Driver's Licenses
Social Security Cards
Address & Telephone Numbers
Income
W2 Forms
1099-G
Form SSA 1099
Form 1099-INT
Form 1099-B
Rental Schedule E Income and Expense
Schedule C Sole Proprietor Business Income & Expense
Cost Basis of Securities Sold
2
Expenses
W2 Forms
1099-G
Form SSA 1099
Form 1099-INT
Form 1099-B
Rental Schedule E Income and Expense
Schedule C Sole Proprietor Business Income & Expense
Cost Basis of Securities Sold
3

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