Val P. Bastinelli, CPA

Serving You First

Ask The Professional
Check Your Return
Secure File Transfer
Meeting With Us


2312 Pennsylvania Avenue, Martins Creek, PA 18063


Phone: 610-250-0297





















   Meeting With Us

  • If you are a new client, provide copies of the previous three years tax returns.

  • Federal, state and local estimated payment vouchers.

  • W-2's, 1099's, SSA statement or business records if you are self-employed.

  • Copies of returns (Schedules K-1) for partnerships, joint ventures, S corporations, estates or trusts.

  • If you sold real estate, stock, or mutual fund during the year, bring all related paperwork.

  • If you acquired or refinanced a home or other property this year, bring in a copy of your closing statement.

  • Social security cards for you, your spouse and dependents.

  • Current driver's license or passports.

  • Date of birth for taxpayers, spouse and all dependents










Copyright 2013: Val P. Bastinelli

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