Check out the What's New section for many ways to save money on your taxes this year!

What information do we need to prepare your taxes?
Everyone needs to remember: * W-2s and last pay stubs; * any bank tax forms showing interest earned or interest paid; * the social security numbers and birth dates of any dependent children; * canceled checks of any estimated tax payments (federal or state); * higher education expenses...tuition, books, fees...incurred by either you, your spouse, or your college-aged children.

* MASSACHUSETTS RESIDENTS: bring form 1099-HC (from your health insurance company) as proof of your coverage. The Mass return requires certain information found only on that form. If you haven't received it, CALL YOUR HEALTH INSURANCE COMPANY (the phone number is on your medical card) TO GET THE NEEDED INFORMATION.

If you are dropping off your taxes, please make sure that you clearly print your name, along with your correct address and phone number on the envelope.

The following checklist will help people with itemized deductions, businesses, rental properties, and capital gains.

Letter to Clients              Tax Preparation Checklist             What's New

More information about Tax Preparation Rates.

Contact us today to book your appointment!