Steve Clott, CPA CFP® EA
2024 Darby Road Havertown, PA 19083-2305
Phone: 610-446-0440     Fax: 610-446-0441
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.

 

Tax Season hours:
Monday - Saturday
9am - 5:30pm
Drop-off, Mail-in, or Pick-up
Pay when completed

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.
 

Copyright © 2002-2010 Steve Clott, CPA CFP® EA, and DIAL, All Rights Reserved