New clients, what to bring to your tax appointment
Call (440) 331-8989 to set a time. I'll email you a short Client Data Sheet to fill in before we meet, and you bring your tax documents to the office at 21380 Lorain Road, Suite 303. The first conversation is free, and you get the price before any work starts.
How it works, from first call to filed return
- Call or send a message to set a time to meet.
- Fill in the Client Data Sheet I email you, before the appointment.
- Gather your documents using the list below, so our time together goes on your return rather than on excavating a shoebox.
- We meet. I collect your information and ask the questions that matter for your situation.
- Within 48 hours I'll have a working understanding of where your return stands, and we'll talk by phone or email about anything open.
- We settle payment. It can be taken at the appointment.
- I file your return electronically. Once the IRS and the State of Ohio confirm they've received it, I send you a copy.
Clients used to meet me at Panera. Now there's an office with a door, which your Social Security number appreciates.
What to bring to your tax appointment
Everyone
- Photo ID for you, and your spouse if filing jointly
- Social Security numbers and dates of birth for everyone on the return
- Last year's tax returns: federal, Ohio and city
- Your bank routing and account number, for a direct deposit refund
Income
- Every W-2 from every job
- Any 1099 forms: interest, dividends, retirement distributions, contract work, unemployment
- Your Social Security benefit statement (SSA-1099)
- Brokerage tax forms, and gain and loss reports from any cryptocurrency exchange
- Records of self-employment income, if you have a business
Deductions and credits
- Form 1098 for mortgage interest, and your property tax amounts
- Childcare costs, with the provider's name and tax ID
- College tuition statements (Form 1098-T)
- Charitable donation receipts
- Business expenses and a mileage log, if you're self-employed
Letters
- Any letter from the IRS, the State of Ohio or your city, every page
Missing something? Bring what you have. We'll work out the rest together.
How you can pay
Cash, check, credit card, PayPal, Cash App or Venmo.
Before you come in
Please don't send Social Security numbers or tax documents through the website's contact form. Bring them to the appointment.
Not sure which service you need? See the services page, or read what other clients say.