TAX FILING
Let us take care of your Quarterly and Annual Tax Filing for you and/or your business. You want a team of professionals that will not only provide a level of strategy and planning, but will do so in a transparent manner with you in mind.
*View needed items below*
PROOF OF INCOME:
W-2 FORM
1099 FORM
BANK STATEMENTS
CHECK STUBS
PROOF OF EXPENSES:
PROFIT & LOSS REPORT
RECEIPTS
BANK STATEMENTS
OTHER VERIFYING DOCS
IDENTIFICATION:
DRIVER’S LICENSE
PROOF OF SOCIAL
PREVIOUS TAX RETURNS
Power of Attorney Required*
