Don't miss the deadline!

Unfortunately, we do not take walk-in clients. We only provide virtual services. Please submit the New Client form on the client page for more information. 

For a small fee, we can take the tax preparation fee out of your refund. 

Select the link below and you can either get a copy online or have a copy mailed to you. 

https://www.irs.gov/individuals/get-transcript

Yes all fees are due prior to service. 

Documentation will vary based on your situation: 

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Name
• Date of Birth
• Social Security Card/ITIN/ATIN
• Last Year's Tax Return
• Valid Driver's License

INCOME AND TAX INFORMATION: 

• W-2’s 
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Non-employee compensation (1099-NEC)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS: 

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions (cash and non-cash)
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

TAX CREDITS: 

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses
• Retirement Savings Contributions Credit 

Select the the link below:

https://apps.irs.gov/app/tax-withholding-estimator

Select link to pay online:

https://www.irs.gov/payments

You can apply for a Identity Protection PIN (IP PIN) to prevent someone else from filing a tax return using my Social Security number or Individual Taxpayer Identification Number.  Select link: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin