WE aRE here TO HELP!

                                         NOTE: WE MOVED FROM THE 140 LITTLE FALLS ST OFFICE

                                                                            WE ARE WORKING 100% ONLINE  
                                                                                    

                                                                                   NEW MAILING ADDRESS: 

                                                                                              PO BOX 6539

                                                                        FALLS CHURCH, VA 22040-6539

                                                                                              703-662-3251

Please request access to our portal by clicking on the “New Clients – Contact Us” link in the home tab. After we grant access, you can upload your files; we will provide feedback and a quote. Once you approved the quoted price, we will start working on your tax return. If you would like a preliminary over the phone quote, please call us.  

Common Documents used for tax preparation:

• Income source documents: Forms W-2, W-2G, 1099-MISC, 1099-NEC, 1099-G, 1099-SSA, 1099-R, etc.
• Interest and dividend statements from banks, brokerages, etc.: 1099-INT, 1099-DIV
• A copy of last year’s tax return
• Bank routing and account numbers
• The amount you paid for childcare and the childcare provider’s tax identification number
• Form 1098 from your mortgage lender
• Other less common tax reporting forms you may receive, such as: 1099-A, 1099-B, 1099-C, 1099-K, 1099-OID, 1099-Q, 1099-S, 1099-SA
• Receipts for charitable donations
• Driver’s License state of issuance, expiration date and license number (required by some states to confirm your identity and protect against tax refund fraud)
• Notice 1444 if you plan to claim the Recovery Rebate Credit  (specific to 2021 tax returns) or you can request tax transcript at: https://www.irs.gov/individuals/get-transcript
• IRS Letter 6475 - your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit
• IRS Letter 6419 - official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments
• Social Security or other taxpayer ID numbers for you, your spouse, and dependents
• Birth dates for you, your spouse, and dependents
• The amount you paid for childcare and the childcare provider’s tax identification number
• 2022 1040 Federal/State Income Tax File