File In Our Office
Let's Get
Started
Get individual attention with one of our Strategic Advisors
Sit down with a skilled Tax Professional, who will get to know you and your situation and answer any questions you may have.
File your Taxes in Person
What to Bring?
Here's the Checklist:
W-2, earnings statement
Driver's License
Social Security Number(s) and/or card(s)
Dependent information (SSN & birthdates)
Tax Documents related to medical expenses and educational expenses
Tax documents for interest and mortgage statements
Forms 1099 INT/DIV/B/1099R, if any