LET’S CHAT.

 

FREE INITIAL CONSULTATION

When preparing for the consultation, please have the following documents available:

For Tax consultation:

1. Current year tax forms (W-2, 1099, etc)
2. Prior year’s tax returns
3. Listing of expenses (for individuals who itemized deduct)
4. Proof of health insurance
5. Proof of identity

For Other consultations: All documents relevant to the service you are seeking.

 

How Can We Help?