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Tax Organizer

What to bring to your appointment:

1.   Drivers License

2.   Social Security Cards

3.  Voided Check for direct deposit.

4.   W-2's , 1099's, and all other important tax forms.

5.   Last years tax return (new customers only)

6.   Property Tax documents  and Home mortgage interest statments.

7.   Cash, check or credit card so you can take care of your preparer.

8.   A clear mind.

9.   Some good jokes always makes the experience more enjoying.

10.   A smile.