What to Have for Your Appointment– New Client Social Security card(s) Driver’s License(s) Dependents’ Social Security numbers and dates of birth* Wage statements W-2s Last year’s Federal and State tax return Self-employment business income and expenses/ 1099-MISC*/ 1099K Form 1095-A (Health Insurance Marketplace Statement)** Exemption Certificate Number*** Commissions received/paid* Pension, retirement income/ 1099-R* Unemployment income/… Read More

Dear Clients, Our wishes to all of you for a Happy, Healthy, and Prosperous New Year. We are looking forward to seeing you all soon. Our Tax Times Alert gives reminders and updates about taxes. However, there are not a lot of tax changes for 2023. Instead, the IRS will hopefully finish catching up on all the delays… Read More

We will be continuing our drop-off and pick-up preparation procedures. For those clients that have more complex returns or would otherwise have a specific necessity for an appointment, we are offering some face-to-face meetings, as well via Zoom and phone.  Please call our office to schedule an appointment, if deemed necessary. In order to avoid… Read More