tax preparation

As tax season rolls around, you are probably feeling overwhelmed with the process of filing your tax return. The task can be extremely frustrating and time consuming, but hiring a tax professional can help you greatly. 

Pete Riddell and Allen Aimar are highly experienced in tax preparation for both individuals and businesses, saving you time and money by ensuring that you receive all the tax deductions and tax credits that you are eligible for. 

Contact us today to schedule a tax preparation appointment, and reduce all of your tax-related stress.

What to bring to your appointment

  • Previous year's tax return

  • Identification information for yourself and all dependents

    • Social security numbers​

    • Driver's license 

    • Birth dates

  • Wage and earnings statements

    • Statements from empolyer(s): W-2, W-2G, 1099-R forms

  • Records of expenses

    • Mortgage interest payment records​

    • Student loan interest payment records

    • Charitable contribution reciepts

    • Records of paid taxes

  • Health Insurance Documents

Click the PDF icon below to access the full list of needed tax documents