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Drop Off Services
Required Items for Drop Off Services:
- All Tax Documents you received (W2s, 1099s, 1098s, 1095, etc)
- Previous year's tax return filed if you are a new client
- All Dependent and Spouse, if applicable, Dates of Birth and Social Security Numbers
- State/Federal Issued photo ID
- If you have a business, Profit/Loss and Balance Sheet + EIN and Legal company name
- Depreciation Schedules (if applicable)
- New Clients - We will have to have you fill out a short form at the time of drop off
- Returning Clients - We will have to verify the information we have on file at time of drop off
That is it! We will work on your taxes while you are out doing better things and let you know when they are ready by the communication method of your choosing.
It is that simple!
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