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Our Services

Learn more about how we can help you with your tax and bookkeeping needs. 

What To Bring to Your Tax Appointment

1

Personal Identification

Telephone Numbers

Email Address

Home Address

Business Office Address

Dates of Move

Drivers Licenses

Birth Certificates of entire family 

Social Security Cards

IRS EIN Letters

Name of LLC

Marriage License

Divorce Decree

Death Certificate (if applicable)

Shared Parenting/Custody Agreements 

Income

W2 Forms

1099 NEC

1099 MISC

1099G

W2G Gambling

SSA 1099

1099-B Broker Statement

1099-DIV, 1099-INT

Sch E Rental Income

Sch C Sole Proprietor Business Income

2

Expenses

Form 1098 Mortgage Interest

 Real Estate Tax Paid

Contributions

Donations

Sch E Rental Expenses

Sch C Sole Proprietor Business Expenses

3

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