Make an Appointment

  • Tax Preparation by Appointment Only; No Walk-ins 

    Maximum Household Income $53,000 

    NO CHILDREN ARE ALLOWED AT THE TAX SITE   

    We also prepare prior year returns (2011-2013 ONLY).

    BRING THE FOLLOWING ITEMS:     

    • Photo ID     
    • Original (No Photo Copies) Social Security Cards for self, spouse and all dependents (REQUIRED)     
    • Birth Dates for dependents  
    • Confirm if self, spouse and dependents are covered by health insurance during 2014
    • If insurance was purchased through the markeplace (www.healthcare.gov) bring Form 1095A
    • Wage and earning statements (W-2, 1099R, 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)     
    • Stock transactions      
    • Rental Property     
    • Moving Expenses     
    • Purchase or Sale of Home
    • Office in Home     
        
      To make an appointment, please call
    301-583-5254.