+1.7123742003
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What do you need to bring for your taxes?

  • Last year's tax return (new clients only)
  • Copies of all income documents
    • W2s
    • 1099s
    • 1095s
  • Copies of all deductions
    • Mortgage interest statement
    • Property taxes paid
    • Vehicle taxes paid
    • Charitable donations
    • Medical expenses
    • Any other itemized deductions
  • Copies of education expenses
    • 1098Ts
    • 1098Es
  • State-issued identification