For Clients with dependent children: new IRS rules for 2016 require that you provide our office with evidence of your child's relationship, age and residency. Please bring a birth certificate for every dependent child and a doctor or school record which shows your address!
Don't forget your HEALTH INSURANCE CARDS or Form 1095-A, 1095-B or 1095-C from the Marketplace or your Employer!
Engagement Letter - Please print out a copy of this letter and bring it with you to your 2016 tax appointment. Thank you.
Please print and complete Client Information Sheet and bring it with you to your 2016 tax appointment.
If you need a list of items to bring with you to your tax
appointment, please see the list below!
List for 1040 Clients - 2016
IRS Power of Attorney - Form 2848
Gambling Winnings Publication: Gambling Winnings and Losses.pdf
Salvation Army Guide: Salvation Army Guide.pdf