In- Person Consultation

Service Description

Meet in person to discuss your business and tax needs! Bring all documents below. - Photo ID - Social Security Cards, Social Security Number verification letters, or Individual Taxpayer -Identification Number assignment letters for you, your spouse, and any dependents -Birth dates for you, your spouse, and dependents on the tax return -Bank account and routing number or a voided check for direct deposit of your refund -2019 and 2020 tax return, if you have them - INCOME DOCUMENTATION - EXPENSE DOCUMENTATION