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Frequently Asked Questions
What do I need to bring to have my personal taxes done?
- W2's & 1099's
- Year End Interest
- Property Taxes
- DMV Fees
- Charitable Contributions
- Student Loan Interest
- Education & Childcare Expenses
- Dependents Social Security #'s
- Commissions
- Lottery or Gambling Losses
- Information on Purchase or Sale of Real Estate
- Information on Sale of Stocks or Bonds
- Rental Income & Expenses
- Last Years Tax Return (if you're a new client)
- Health care info for all members of the household
What do I need to bring to have my business taxes done?
- Gross Receipts
- Business Expenses
- Auto, Rent/Lease Costs, Utilities, Equipment, Memberships, Education, etc.
- Assets Purchased This Year
- Employee or Independent Contractor Information/Expenses
How long should I keep my records?
- Personal: Minimum 4 years
- Business: Minimum 10 years
How do I get a copy of a prior years tax return or W2?
- You can request a copy from the IRS.
Do you do Rapid Refunds(RAL)?
- No
How much do you charge?
- Prices vary, please call
Credit Cards Accepted
What is your privacy policy?