If you are busy or just bored by tax preparation, you can save time by dropping off your tax documents. We will complete your return and call you when it’s done.

Checklist (Bring any documentation that applies to you)

  • All W2’s, Social Security, or retirement income
  • All tax forms (I099’s,1098, etc)
  • If you had health insurance, either a 1095 or we need to make a copy of your insurance card
  • Are you claiming a child when you are not the custodial/residential parent? (If yes, you will need a form 8332 signed by the residential parent)
  • Deductions or charitable donations
  • Contributions to a traditional or Roth IRA
  • Contributions to a Health Savings Account
  • Bank info (such as a cancelled check) if you are using direct deposit.

New Clients Only

  • Driver’s license number
  • Social Security numbers and birthdates for you, spouse, and dependents