Tax time is a stressful time of year for many individuals and small businesses.

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Given the complexity of the ever-changing tax laws and the difficulty of interpreting them, you need a tax adviser who not only can ensure that you’ve complied with the law, but who can help you claim valuable deductions and credits you may not be aware of. We go out of our way to reduce the burden of completing and filing your tax return. Not only will we prepare your tax returns in the best-informed, most ethical manner possible, we will also work with you to plan a strategy that will minimize your total tax liability. We are available to do whatever it takes to meet your specific needs. Contact us today!
Your tax interview - What you'll need
Personal Information for each Family Member:
  • Name
  • Date of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License/ID
  • Permanent Resident Card (Green Card)
  • Passport/Visa (Foreign Persons) 
​Income and Tax Information:
  • W-2’s
  • 1042-S (Foreign Persons)
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Schedule(s) K-1 from Partnerships, S-Corporations, Estates and Trusts
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Acquisition or Abandonment of Secured Property (1099-A)
  • Cancellation of Debt (1099-C)
  • Miscellaneous Income (1099-MISC)
Deductions/Adjustments:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest (1098)
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest (1098-E)
Tax Credits:
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Education Credit (1098-T)
  • Adoption Expenses
  • Retirement Savings Contributions
Affordable Care Act (ACA)
  • Health Insurance Marketplace Statement (1095-A)
  • Exemption Certificate Number (ECN) - Received from the Marketplace
  • Health Coverage (1095-B)
  • Employer-Provided Health Insurance Offer and Coverage (1095-C)
Tax Resources
Where's my refund?
Individual IRS Withholding Calculator
Sales Tax Deduction Calculator
Social Security Online
Social Security Quick Calculator
Online Application for Employer ID Number (EIN)
IRS Forms and Publications
Financial Calculators
Gross-Up Compensation Worksheet
Consent to Release Information
Engagement Letter
Tax Organizer (Individual Tax Payer)
​US Resident Non-Resident Tax Organizer
​Small Business Tax Checklist