What to Bring to your Tax Appointment?

  If we did not prepare your return last year bring:

-          Copy of last year’s tax return

-          Social security cards for taxpayer, spouse, and all dependents

-          Dates of birth for all individuals claimed on tax return

If you gained a dependent during the year bring:

-          Social security card for that dependent

-          Date of birth for that dependent

Additional information can be found using the buttons to the left.