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)

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Accountants for Family and Business.  954-969-0088 | 888-769-0665  Monday - Friday 9am to 6pm | Saturday 9am to 3pm