What You NEED to tell your tax preparer! 2025

It's been a full year since we last saw you and we are sure that a lot has changed for you. As your tax preparers we need to know what is new in your life.

Did you have a baby?

Changed your marital status??

Move or Sell a Home?

It may seem personal but this information is so important to your taxes. They effect what you can claim and benefits you qualify for. If you have sold your home you will want to bring the bill of sale; we need to know when you sold it and for how much. The more information we have the better we will be able to help you. You would be amazed at what a few personal details can do for you.