What to bring, so the first meeting does the work.
Pick your situation, tick items off as you gather them, and your progress is saved on this device. Bring what you have; we'll tell you if anything is missing.
Please don't email tax forms or Social Security numbers. Bring documents to the Sterling office, or ask for a secure upload link when you book. Federal safeguard rules apply to every preparer, including us.
Individual return (Form 1040)0 of 9 ready
Business return (1120-S, 1120 or 1065)0 of 9 ready
Starting a new business0 of 6 ready
Gathered what you can? Pick a time.
Thirty minutes with Joe at our Sterling office or by phone. Bring the folder, or the shoebox. No judgment.