EMAIL us at  

FAX to (760) 772-1316

MAIL documents to our office

P.O. Box 6665
Grand Rapids, MI 49516

FACE-TO-FACE In an effort to combat the spread of the COVID-19 virus, we are not accepting in person appointments at this time.

Be Prepared for Your Tax Appointment

Loan Forgiveness Statement-Short Sale.

W-2's

1099 Forms with Expenses and Mileage

Interest Statement from your fat bank account

Unemployment Document - with tax withheld

Statement from brokerage house. If you sold stocks you will need the purchase price, so you do not pay taxes on the whole amount, only on the difference.

1099-R Retirement proceeds - Again... with tax withheld

Social Security

Student Loan Interest & Tuition Paid

Child Care Provider's SS# or Federal ID#, address and phone

Medical Expenses

DMV

Property Taxes

Mortgage Interest

Contributions to Charity

Tax Return from Last Year

IRA Contributions

We are still serving clients during this challenging time.

In an effort to combat the spread of the COVID-19 virus, we are NOT accepting any face-to-face appointments for the time being.

EMAIL OR FAX ONLY

You are a valued client

WE ARE PREPARING ALL RETURNS REMOTELY

For remotely prepared returns:

EMAIL us at

FAX to (760) 772-1316

MAIL documents to our office

P.O. Box 6665

Grand Rapids, MI 49516

FACE-TO-FACE In an effort to combat the spread of the COVID-19 virus, we are not accepting in person appointments at this time.

WE WILL BE CONTACTING YOU SOON FOR 2021 SEASON FILING INFORMATION

CURRENT LOCATIONS SERVED

PALM DESERT, CA

GRAND RAPIDS, MI

(760) 772-1317

fax (760) 772-1316

Registered to Practice in

All Fifty United States.

TAKE ADVANTAGE OF ALL THE TAX REDUCTION OPPORTUNITIES!

Child Care Provider's SS# or Federal ID#, address and phone

Medical Expenses