What To Bring To Your Tax Appointment

Tax time can be confusing. Below is a Tax Appointment Checklist.  Review it to see which items may apply to you. The best rule of thumb, "When in doubt, bring it in." So if you are unsure about anything, just bring that document with you to your Tax Appointment.  Click here to print checklist:

New Clients:  Call our Office at 301-714-2071 or Email  We will be happy to schedule an appointment that is convenient for you. 

Current Clients:  Please access your Client Portal.  Or call 301-714-2071 and we will schedule an appointment for you.

For directions, please click on the "Contact Us" tab.

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