I have been preparing individual income tax returns since 1989. The paperwork that would be most helpful for a first year set-up would be...

• A copy of your prior year tax return
• Original form W-2
• All form 1099s (-Misc, -Div, -Int)
• Closing Statements regarding the sale and purchase of Real Estate, if applicable

I can help take the headache away. Simply give me a call, and I will send you a copy of an income tax organizer to assist you in gathering the necessary information. All you need to do is gather your prior year tax returns and set up an appointment with me when you are ready. I will take care of the rest. Federal and (multi) state electronic filing can be done in one easy step.

 

Click here for a printable (PDF) list of documents