Drop off your tax papers or create an account and upload your documents to our secure portal and we will get started on your return immediately!

 

Be sure to bring the following information:

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• Driver's License, ID Card, Social Security cards (yourself, spouse, and dependents)

• Income statements (W2's, 1099's, 1099-INT interest statement)

• 1099-R's (retirement accounts: 401k distribution, IRA's, etc.)

• Unemployment statement, Social Security benefits statement

• Mortgage Interest, Property Tax Statement, Car Tag Receipts

• Charitable Contribution Statement

• Medical Expenses

• 1098-T (Education Tuition)

• Receipts that would allow you to itemize

• Daycare Provider Statement (EIN/SSN must be shown on the provided statement)

• Anything else that appears to be tax-related - bring it in and our staff will determine if it applies to your tax return