Documents you may need for us to complete your tax return.  Every client is a little different and will likely have different needs. With our help it really is quite simple. 
 
Please reach out to us to assist you in this matter.

William Scott Gerbasi - Owner

The list below is what my typical client needs to complete their tax return. 

1. Date of Birth
2. Social Security Number
3. Income Documents i.e. W-2's and 1099's
4. Current Home Address
5. 1095-A if you have government assisted health care (Obama Care)
  That's it, very quick and easy...