Tax Preparation

We will prepare all required tax returns at competitive, affordable rates. Our goal is that you pay the lowest taxes possible. Make sure to bring these materials with yourself:

  • Wage statements (Form W-2)
  • Pension, or retirement income (1099-Rs)
  • Social Security card(s)
  • Dependents' Social Security numbers and dates of birth
  • Last year's tax return
  • Information on education expenses
  • Commissions received and/or paid
  • Sales of stocks and/or bonds
  • Self-employed business income and expenses
  • State refund amount
  • Social Security and/or unemployment income
  • Income and expenses from rentals
  • Alimony paid or received
  • Record of purchase or sale of real estate
  • Medical and dental expenses
  • Real estate, sales and exchanges
  • Personal property taxes
  • Estimated taxes or foreign taxes paid
  • Cash and non-cash charitable donations
  • Mortgage or home equity loan interest paid (1098)
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Childcare expenses and provider information