Fast and accurate completion, E-filing with Direct Deposit guarantees your refund within 7-10 days or LESS*. No appointment is necessary to drop off or pick up your paperwork, but if you would like to meet someone in particular. Call us in advance to make an appointment.


Federal/State tax preparation all completed together as a package price for you! We give everything back to you with copies of all of your tax returns, fully addressed envelopes and directions for signing and mailing the forms that are required to be mailed.


  • Last year’s tax return (if new client)
  • W-2 forms for wages
  • 1099-R for retirement
  • 1099s for interest, dividends, stocks, and other income
  • K-1s from partnerships, corporation or estates
  • Social security benefits statement
  • Bank information for direct deposit (bank account number and routing number)
  • Property tax statements
  • 1098 for mortgage interest, tuition, contributions
  • Closing papers for purchases & sales including purchase and sale dates & amounts
  • All other statements showing income
  • Social security cards for you, your spouse, and your dependents.