Welcome to 2021. Good riddance of 2020. It's not to early to start gathering your tax documents to prepare your 2020 income taxes. It's easy to get an appointment. Just contact our office and we'll setup an appointment for you..
What do I need?
New clients should bring a copy of last year's tax returns (federal, state and local).
The all of the basic information:
W-2s, 1099-B. 1099-INT,1009-DIV, 1099-MISC, 1099-SA and cash payments made for work you did. Did you pay quarterly estimated payments? Will need list of date, amount and to whom. These are just a few of the items needed. When you contact us, we can send a detailed list to help remind you.
Contacting Our Office