New Clients

First, we’d like to start by saying thank you for choosing us! Since this is your first year coming to us, you may have questions. Please feel free to ask us anything you wish by text, phone, or e-mail. If you’ve been referred by another client, please mention their name!

• Wage statements/W-2s
• Self-employment business income and expenses/1099-MISC
• Pension, retirement income/1099-R
• Unemployment income/1099-G
• Canceled debt amount/1099-C
• Social Security income/SSA-1099
• Statements on the sales of stocks or bonds/1099-B
• Interest and dividend income /1099-INT/1099-DIV
• Gambling winnings
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence (HUD-1 or similar)
• Medical and dental expenses (if expected to exceed 7.5% of your total income)
• Real estate taxes paid
• Receipts for charitable donations
• Mortgage or home equity loan interest/1098
• Tuition and Education Fees/1098-T
• Student loan interest/1098-E
• Child care expenses and provider information
• Dependents’ Social Security numbers and dates of birth
• Checkbook or Credit Card (For Payment)
• Social Security Cards / Drivers License (For Identification)
• If you are a railroad employee, please go to our Railroad Employee page for additional items to bring
• If you are a police officer or correctional officer, please go to our Police Officers page for additional items to bring
• If you are a teacher, please go to our Teachers page for additional items to bring

Thank you for choosing us as your tax preparation solution. With over 20 years of experience and a small dedicated staff, you will get the very best service.