Your Tax Appointment

New Clients Please Bring: Last Year's Tax Return Your Social Security Card(s) Dependent's Social Security Card(s) Picture ID A check with bank routing numbers for Direct Deposit of any refund into your bank account within 10-14 days of electronic filing

New Clients May Also Need To Bring: Closing Statements for House Purchase or Sale NOTE: Most likely*, there is no gain or loss on a sale if you have lived in the house two out of the last five years. Your profit as Single must be under  $250,000 and as Married, under  $500,000. *See IRS House, House Rental or Home Office Rules. Cost data on any stock sales (what you paid for the stock and what you sold it for)