W-2's	Interest Income (1099-INT)
Dividend Statements (1099-DIV)	Mortgage Statement
Union Due Statements	Records of Contributions
Settlement Sheets	Student Loan Statements
Dependants Social Security Numbers	Photo ID

 

Q:    How do I set up an appointment to get my Taxes done?

        A:    Call our office and speak with our friendly receptionist to schedule an appointment.

 

Q:    How soon can I expect my refund?

A:     If you elect to E-File your tax return and sign up to have it directly deposited into your bank account, you can expect your refund to be in your account in 10 - 15 business days

        If you do not have the funds directly deposited into your bank account, it will take approximately 7 days longer to get your refund.

 

Q: Can I electronically file my return if I owe taxes?

A:    Yes. You can either mail a check for the amount you owe by the April 15th deadline, or you can set up to have the funds automatically withdrawn from your bank account on a day of your choosing, up to the April 15th deadline.

 

Q: Can I request an appointment with the Tax Preparer who did my taxes last year?

A:    Yes, however appointments are on a first-come-first-served basis and are subject to the preparers availability.