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First time coming to us for Tax Preparation?  Some things you will need to know.   

1

Bring ID and copies of SS cards for everyone claimed on the tax return.  

2

Bring all pertinent information for the preparation.  

3.

If you are getting a refund.  Bring your voided check.

4.

Bring a copy of last years tax return.

5.

Expect to spend a few minutes for the initial  review. We will give you a fair estimate of our fee at this time.

6.

Go home, we will call you when the return is completed.

7.

Come back in, sign, pay and pick up your return.  We e file your return at that time.  

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