Tax, Accounting & Insurance Svcs |
INCOME TAX PREPARATION Computerized Tax Preparation
INDIVIDUAL SMALL BUSINESS
Electronic Filing Direct Deposit
SMALL BUSINESS ACCOUNTING
PAYROLL PROCESSING
**Click to Download Your Tax Organizer Below**
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Please bring the following information to your appointment: 1. New Clients-Copy of Prior Year's Tax Return 2. Year-end Wage & Pension Stmnts 3. Copy of Year-end 1099's (Int. & Div.) 4. Securities Sale Stmnt & Purchase Info 5. Settlement Statements on Property Purchase & Sale 6. Completed Tax Organizer (Download Above) (Additional Items May Be Requested)
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