1150 S.E. Maynard Rd.
Suite 130
Cary, NC 27511
919-535-8403 office
919-535-8413 fax

Checklist For Tax Preparation

NEW Filing Requirement! We must have a picture ID for the primary taxpayer and spouse [if applicable]. It can be a state or federal issued identification.

NEW IRS REQUIREMENT Affordable Care Act Requirement: Form 1095-B. If you received an “exemption” then we will need a copy of that paperwork.

Personal Data

Employment & Income Data

Financial Income Data

Adjustment to Income

Itemized Deductions

Self-employment Data:

Rental Items

Other Miscellaneous Items:

 

Office Hours

Tax Season Hours
(Feb 1 - Apr 15):
Monday - Friday: 9:30 - 7:30

Regular Hours
(Non-Tax Season):
Monday - Thursday: 9:30 - 5:00
Friday 9:30 - NOON
 

Check the Date