Tax Filing Basics


We are very experienced in individual tax returns.   We endevour to keep your taxes at a minimum and try to achieve the maximum refund possible.

Before we begin your tax return, here are a few things you should prepare for us.

It is important that you have the correct social security number and date of birth for each person you will claim as an exemption on your return. If each name, social security number, and date of birth do not match exactly when you file the return, the IRS will reject your return and ask you to submit the correct information.

Preparing your tax return will be easier if the records you need are organized and readily available.

  • proof of identification
  • Social Security Numbers for you, your spouse, and dependents
    birth dates for you, your spouse, and dependents
  • wages and earnings statements: Forms W-2, W-2G, 1099-R, etc.
  • interest and dividends statements from banks, brokerages, etc.
  • a copy of last year's tax return
  • bank routing and account numbers
  • the amount you paid for childcare and the childcare provider's tax identification number, name and address
  • receipts for charitable donations

We can make filing your individual tax return easy.  Give us a call!