Online Tax Client Interview

What we’ll need to prepare your taxes:

Proof positive ID through your account setup

A copy of your driver’s license / State ID if you wish to e-file

Supporting documents for credits and deductions

At least a summary of income and expenses

Supporting docs for dependants

Last year’s tax return or at least the Pin/AGI

Last Dec check stub if you have employee expenses to claim such as health insurance

 

You're not just another client!

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