You can expect an extensive consultation on your first visit. Our goal is to
assess your needs and desires and to see that you pay the least amount of tax
During the initial meeting we will review the following:
- Paycheck Stubs
- Debt information- credit cards, mortgages, etc.
- Housing and Utilities Expenses
- Medical expenses
- Life insurance policies
- Automobile Information
- Bank Statements
- All sources of supplemental income
- Brokerage Statements
- Canceled checks or your check register
With this information in hand we can provide you with the best assertive tax advice. Do not let the IRS intimidate you.