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2312 Pennsylvania Avenue, Martins Creek, PA 18063
Phone:
610-250-0297
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If you are a new client, provide copies of
the previous three years tax returns.
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Federal, state and local estimated payment
vouchers.
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W-2's, 1099's, SSA statement or business
records if you are self-employed.
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Copies of returns (Schedules K-1) for
partnerships, joint ventures, S corporations,
estates or trusts.
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If you sold real estate, stock, or mutual
fund during the year, bring all related paperwork.
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If you acquired or refinanced a home or other
property this year, bring in a copy of your
closing statement.
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Social security cards for you, your spouse and dependents.
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Current driver's license or passports.
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Date of birth for taxpayers, spouse and all
dependents
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