Tax Services
Call for an appointment (619) 478-5697
What to bring with you to your tax appointment
The information below will help you in preparing for your tax appointment:
When you arrive for your appointment, please bring copies of the following, if applicable:
• Last year's tax return (if not in our possession) Original Form(s) W-2
Schedule( s) K-1 from partnerships, S-corporations, estates or trusts Documentation of pension or other compensation
Form(s) 1099 or statements reporting dividend and interest income Form(s) 1098 and copies of real estate tax bills, etc.
• Legal documents pertaining to the close of sale (or purchase) of real property.
To Make An Appointment
Please Call:
(619) 478-5697
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