
FILE YOUR TAXES IN JUST 3 EASY STEPS
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STEP 1: Gather Your Documents
Proof of income: W2, 1099G/income verification documents
Proof of Address
Photo ID, Social Security, Birth Certs
Copy of Previous Years’ Tax Return
Supporting Business Documents
Childcare Receipts
Homeowner - Form 1098
Amendment Documentation
College Receipts - Form 1098T
Unemployment – 1099G
Student Loan Interest Statement - Form 1098E
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STEP 2: Complete a Client Intake Form
We understand how important it is to get your taxes done right and we are here to help you do just that. Please feel free to contact me with any questions or to get started today!
The client intake form can take about 30 minutes to complete. Please make sure that all documents are submitted to process your return.
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STEP 3: Let Us Do All of the Work
Sit back, relax, and allow us to do all of the work!
Our team of experienced professionals are here to help you prepare your tax returns accurately and on time. We guarantee the highest quality of service and aim to make the process as stress-free as possible.