Make an Appointment

  •  Days: Tuesdays (6 PM-9 PM)    

     Saturdays (9 AM- 4 PM)                                                                                                    

    Tax Preparation by Appointment Only; NO WALK-INS 

     BE ADVISED of the POSSIBLE wait time. Clients will be seen by the NEXT AVAILABLE Taxpreparer.  

     Maximum Household Income $54,000  

     NO CHILDREN ARE ALLOWED AT THE TAX SITE    

     

     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 or Net Loss)     
    •  Stock transactions       
    •  Rental Property      
    •  Moving Expenses      
    •  Purchase or Sale of Home  
    •  Office in Home      

         

     

     

     Click here to Make a Tax Appointment  at the Largo Campus