We are open Monday thru Friday from 9am to 7pm. Saturday 9am to 4pm. However, we offer services on nights and weekends by appointment.
You should bring the following items to your appointment (where applicable to your personal situation)
– Social Security Cards
– Drivers License(s)
– Dependents’ Social Security numbers and dates of birth
– Wage Statements (W-2)
– Last years return (New Clients, if available)
– Pension, Retirement Income 1099-R(s)
– Interest and Dividend Income
– Commissions
– Sales of stocks or bonds
– Self-employed business income & expenses
– Lottery or Gambling winnings/losses (W-2G)
– State Tax Refund Amount (if any)
– Social Security Unemployment Benefits (1099G)
– Rental Property Income and Expenses
– Alimony paid or Received
– Record of Purchase or Sale of Residence
– Medical and Dental Expenses
– Real estate and personal property taxes paid
– Estimated taxes or foreign taxes paid
– Cash and non-cash charitable contributions
– Mortgage or home equity loan interest paid
– Un-reimbursed employment related expenses
– Job related educational expenses
– Child-care expenses and provider information
– Education Expenses (if any)
– Moving Expenses (if any)