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Tax Filing Made Simple
Whether you're a first-time filer or a seasoned business owner, our services are designed to save you time and money. We handle everything so you don’t have to worry.
Our tax services include:
What You Need to File Your Taxes
Important Documents Checklist
To help us prepare the most accurate and beneficial return possible, please gather the following before your appointment:
- Social Security Numbers for you, your spouse, and any dependents
- Valid Photo Identification (driver’s license or state-issued ID)
- Income Documents – W-2s, 1099s, investment statements, unemployment, etc.
- Rent or Mortgage Information – Including property tax payments
- Receipts for Deductible Expenses – Charitable donations, education costs, medical expenses, etc.
- Receipts for Deductible Expenses – Charitable donations, education costs, medical expenses, etc.
