Documents Needed To File

*Per your convenience, we have everything you would need to fill out available online. Even if you wish to come in, the information we need from you can be ready and prepared to allow us the ability to better serve you.

*In addition to these files, we are updating our client list to include the most recent copy of your social security card and license. Proof and verification are needed with the IRS, but you can trust all of your information will be kept confidential. 

*You may fax, email or mail a copy of these files along with your W-2's to save you a trip to the office!