About Us
Tax Preparation, Planning ,and Payroll Services
AT THE Tax Doc, we bring 14 years of experience to the table, specializing in small business and personal tax returns. As a family-run business, we pride ourselves on building trust, respect and care into everything we do. When you choose us, you're not just another file or form-your part of our family. Whether its tackling personal taxes or managing small business returns, we're here to guide you every step of the way with the dedication and warmth you deserve.
Information check list
New or returning client check list.
Client information form located under the more tab.
- Prior year tax return
- All W2's
- 1099's
- 1098 mortgage interest
- All information regarding the sale of stocks or cash out of 401k
- Income and expense reports for business along with articles of incorporation docs.
- Rental property information including income/expense report.
- Client information form
- email to info@thetaxdoc.net