For those wishing to engage us for the preparation
of your tax return:
 

• Usually we need the same documents you used last year to prepare your return. And any additional forms/W-2’s/1099’s from retirement, banks, investments, gambling.

• If you used the Marketplace/Obamacare for any part of the year, we’ll need the 1095-A that was sent out in January

• All of these documents should be put in the mail by January 31 of each year. Many of these may have been sent electronically, so check your email

• Those with HSA’ s will need to provide a 1099-SA showing their distributions during the year

 

When you’re confident you have everything you need, just call either office and make an appointment with one of our professionals.  We accept cash, checks, and all major credit cards.  We can also have our fees taken from your refund.