Getting Started!

First Time/New Customers

If this is your first time filing taxes or if this is our first time preparing your taxes then there are a couple things we need from you!

W-2 and other wage forms

To be able to prepare and file your taxes we will need copies of all of these forms. All of these forms should be sent to you by your employer by the end of January/beginning of February. If you are unsure of what exactly you need to bring to us give us a call (919-663-3066) or make an appointment to meet with Brenda so we can make sure we have everything we need.

Proof of Isurance

To be able to prepare your taxes we need to have proof that you have health insurance.

Previous Year Tax Returns

If you have had someone else prepare your taxes in previous years or if you have done your own taxes then we will need a copy of the return from the previous year. We only need one years previous return. If you think that there is a problem with your previous returns that you would like Brenda to look at we urge you to call (919-663-3066) or make an appointment so that Brenda can make sure that your previous returns are in order.

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