New Clients: You will need to bring the following documents:
New and Existing Individual Clients: You will need to bring or upload all your current year documents for you and your spouse as well as any documents from your dependents. Please see below for a list of potentional documents:
*additional documents might be requested after the interview. New and Existing Business Clients: You will need to bring or upload all your current year documents for your business. Please see below for a list of potentional documents:
*additional documents might be requested after the interview. Missing Documents? We believe you should make your appointment once you at least have all your W2's as well as 50% of your other documents. Ready for your Tax Interview? That's great! Head over to your Client Interview form to get started. Phone Interviews: Please call (562) 809-3600 Extension 4 at your appointment time. |