To all of our clients:  Please remember to bring to your appointment your Verification of Health Insurance Coverage for 2018. If you receive more than 1 form 1095, bring all with you. If you don't present form 1095 to your preparer and if later the IRS requests supporting documentation of Health Insurance Coverage for you and/or any of your dependents, additional preparer's fees will apply if you want us to help you with it. Please save form 1095, 1095A, 1095B or 1095C with your other 2018 tax forms for tax preparation.

Our Visalia Office

Here are the top 10 things your preparer wants you to bring with you to your tax appointment



• Identification Information. ...
• Copy of Most Recent Tax Return. ...
• Wage Statements. ...
• Additional Income Statements. ...
• Real Estate Documents. ...
• Proof of Expenses and income if self-employed
• Verification dependents lived with you
• Direct Deposit information
• Rental activity (if applicable)
• Form 1095

We are available all year should you need our assistance