For tax preparation, you will typically need your W-2 form and any related documents, such as 1099 forms or healthcare-related paperwork. These documents provide essential information for accurately completing your tax return.

If you are married, you would generally file as married unless you and your spouse choose to file separately. For more detailed information about filing statuses, please refer to our personal tax filing page.

As a community-oriented business, we welcome in-person visits. However, to ensure we can dedicate sufficient time to assist you properly, we recommend scheduling an appointment in advance.