A new year means New Year’s resolutions, cold weather, and tax returns! It’s a good idea to check this item off your to do list as early as possible, so make your appointment with your tax advisor today. Here's a handy checklist of the documents you’ll want to bring to your appointment.
Copies of Prior Year Returns
If you are a new client, please bring copies of your federal and state income tax returns for the last three years.
(209) 955-2244
Tax Season Hours
Jan 15 thru April 15
Monday – Saturday, 8am-8pm
Regular Hours
Monday – Thursday, 8:30am-5pm