NEW CLIENT CHECKLIST
- Please provide prior year tax returns in addition to all 2020 tax information
- Be sure to include your name and number along with the best time to contact you.
- Be sure to include the new client questionaire. This can be emailed to you or print from my website.
- Provide bank information for direct deposit or automatic withdrawal if taxes are due. Include a voided check.
- Provide a copy of your drivers license. An IRS requirement to e-file your return
- Any Dependents? Provide copy of social security card and birth certificate
- Dependents under age 17? Provide school records, medical bills or any other document verifying dependents name, address where they live and name of parent claiming child.
- Verification form (1095) of health Insurance
- Write down any questions you may have
- Drop off and Pick up service available
- call (610) 929-2515 or email : email@example.com to make an appointment
Thank you for visiting my website and hope to hear from you soon