Phone: (214) 854-5404

Fax: (214) 540-9323

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PREPARING FOR YOUR APPOINTMENT

Documentation:

  • W-2, earnings statement or pay stub for W-2 download

  • Driver's license(s) or State ID

  • Social Security card(s)

  • Last year's federal and state tax returns

  • Dependent information such as Social     

  • Security numbers and birth dates

  • Tax documents related to Medical and  

  •   Educational expenses

  • Tax Prep Checklist

*Other documents you might need :

  • Family

  • Income sources

  • Work expenses ( not previously reimbursed)

  • State & Local taxes

  • Savings & Investments

  • Real Estate