Don't Know What to Bring?
There are things you will need to bring with you for your first appointment. What to bring depends on what you are required to file. There is not a simple answer for every person. Read this and other sections of the website for advice.
As you may already know, businesses have many more filing requirements than individuals. What you bring depends on what form of business you have – Sole Proprietor, Corporation, LLC or Partnership. Please read on for a full explanation of what applies to your particular business.
A person filing a Tax Return for the first time or the 40 th time still wouldn't mind a simple checklist of what to gather for the annual filing. Two checklists are available. One if for the Basic Information and Income and the other is for Expenses, Deductions and Payments. These checklists cover most topics addressed on the Form 1040 – U.S. Individual Income Tax Return and supporting forms and schedules.
He explained our tax questions in a friendly and understandable manner.
“Steve was recommended by a friend of ours who has been using him for years. We were very happy with his professionalism. He explained our tax questions in a friendly and understandable manner. Very happy !”
I Couldn't Be Happier.
“I always get prompt attention and I'm in and out with no hassles. Prices are reasonable and he's a very sweet guy. I would definitely recommend him to anyone who loves excellent customer service at affordable rates.”
Thanks so much for being there and providing such great service.
“We've had Steve do our taxes for YEARS and today my wife had an issue, but no worries. He helped her with his kindness and made my wife smile. The service is always great. He and his staff are very nice and thoughtful. Thanks so much for being there and providing such great service.”