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  •  PRIOR YEAR TAX RETURNS(2011-2017 ONLY)

     TAX PREPARATION BY APPOINTMENT ONLY; NO WALK-INS 

    PLEASE READ THE FOLLOWING:

    Maximum Household Income $55,000 

    NO CHILDREN ARE ALLOWED AT THE TAX SITE   

     REMEMBER TO BRING PHOTO ID AND ORIGINAL SOCIAL SECURITY CARDS FOR SELF, SPOUSE AND ALL DEPENDENTS 

     (*BE ADVISED* Multiple Tax Years may require 1 week for each return) 

    BRING THE FOLLOWING ITEMS:     

    • Photo ID     
    • Original (No Photo Copies) Social Security Cards for self, spouse and all dependents (REQUIRED)
    • Social Security Number of Spouse if Married Filing Separately     
    • Birth Dates for dependents  
    • Confirm if self, spouse and dependents are covered by health insurance during 2014 and 2015
    • If insurance was purchased through the markeplace (www.healthcare.gov) bring Form 1095A
    • Wage and earning statements (W-2, 1099R, Social Security, etc.)     
    • Bank check for Direct Deposit information     
    • Bank interest statements     
    • Last year’s tax returns, if available     
    • All other tax documents     
         

     We DO NOT PREPARE returns for the following:     

    • Business returns (with expenses over $25,000 or Net Loss)     
    • Stock transactions      
    • Rental Property     
    • Moving Expenses     
    • Purchase or Sale of Home
    • Office in Home     
        

      TO MAKE AN APPOINTMENT 

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