Items Clients Must Provide

List of items to bring to your appointment:

  1. Two forms of ID - Drivers License, Social Security Card
  2. Prior Year's Tax return (for new clients)
  3. W-2's Form(s)
  4. Form(s) 1099, Misc, Stocks, Dividend, etc.
  5. Bank Interest Earned
  6. Mortgage Statement, as well as Property Tax paid
  7. Medical Expenses, etc.

For a more complete list, click on item below:

Personal Partnership Corporation


If you would like for us to create a website for you or your company, print out the following form and contact us to schedule an appointment.

Webdesign Form

If you would like to know the status of your tax return or your financial documents, contact me by phone or via email.

Tel.(305) 496-4706
 Fax (786) 522-3625
alex@exectaxservices.com