First meeting – We will need your prior years’ tax return if you are a new client.
We will also need to see your Valid Driver’s License/State ID/Passport.
You will need to provide Full name, date of birth and Social Security number for each individual claimed on your return.
Yes, please bring the last tax return you filed.
Yes, please call our office for a complimentary consultation. At that time you can determine if our office is a good fit for you.
