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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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