Please include ALL records of income with your tax documents EVEN IF YOU THINK IT'S NOT TAXABLE! The IRS is doing a more thorough job of matching Schedule D (stock transactions) and 1099 (dividends & interest) than ever before; sometimes with surprising results for taxpayers. We will help you to determine if the items need to be reported or not.

Also, please remember to fill out our questionnaires and signature forms every year because they are painstakingly updated yearly to ensure that you are getting all the deductions that you deserve. Use additional paper if you need more room to ask questions or provide more details.