Call: (919) 797-0135

Text: (919) 797-0135

Fax: (919) 338-7652

Tax Appointment Checklist

Personal information

  • Last years income tax if you are a new client

  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

  • Dependent Provider, Name, Address, Tax ID and S.S.N.

  • Banking information if Direct Deposit Required

Personal information

  • Last years income tax if you are a new client

  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

  • Dependent Provider, Name, Address, Tax ID and S.S.N.

  • Banking information if Direct Deposit Required

Personal information

  • Dependent Care Costs

  • Education/Tuition Costs/Materials Purchased

  • Medical/Dental

  • Mortgage/Home Equity Loan Interest/Mortgage Insurance

  • Employment Related Expenses

  • Gambling/Lottery Expenses

  • Tax Return Preparation Expenses

  • Investment Expenses

  • Real Estate Taxes

  • Estimated Tax Payments to Federal and State Government and Dates Paid

  • Home Property Taxes

  • Charitable Contributions Cash/Non-Cash

  • Purchase qualifying for Residential Energy Credit

  • IRA Contributions/Retirement Contributions

  • Home Purchase/Moving Expenses

Working hours

Monday: 8am - 6pm

Tuesday: 8am - 6pm

Wednesday: 8am - 6pm

Thursday: 8am - 6pm

Friday: 8am - 6pm

Sat - 8am - 3pm

Sun: Off