Call us, or come in with your
information.
No appointment necessary
Complete our Tax Organizer.
Wait until after January
15th,
(preferably Jan
31st),
to make sure you have all your W-2's and 1099's.
Bring in your previous years' returns, and with no charge or obligation,
we'll tell you what we would have charged for them. |
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Tax Season hours:
Monday - Saturday
9am - 5:30pm
Drop-off, Mail-in, or Pick-up
Pay when completed |
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IRS E-filing opens up for business on January 16th.
(Please hold your appointment
calls until then. Thank you.)
It gets busier as the season progresses, so
beware we have a cut-off date
to meet the deadline.
To all new tax clients: In arriving at your appointment for
the first time, please bring the following:
þ
Prior 5 years' tax returns,
(or as many of these you can find)
þ
Your current tax year information,
drivers license(s) and social
security card(s) for ALL family members.
For Homebuyers:
þ
A copy of the settlement
statement showing all parties' names and signatures, property address, sales
price, and date of purchase. Normally, this is the properly executed Form
HUD-1, Settlement Statement.
þ
For mobile home
purchasers who are unable to get a settlement statement, a copy of the
executed retail sales contract showing all parties' names and signatures,
property address, purchase price and date of purchase.
þ
For a newly constructed
home where a settlement statement is not available, a copy of the
certificate of occupancy showing the owner’s name, property address and date
of the certificate.
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