top of page

Document Drop Off

This is an 15 min appointment for clients who would like to drop off their document in person.

  • 15 min
  • Price Varies
  • North Frederick Avenue

Service Description

Relevant documents to bring : -Previous year complete tax return  -W-2and/or 1099 form(s) received -Pension, Retirement & Social Security statements. -Health /Marketplace Statement ( 1095-A) -Health Insurance Information -Interest and Dividend statements (1099-B). -Stock /Bonds Transaction details. -Business or Rental Income statements -Home Mortgage Statements (1098 statements) -HUD statements for home purchase/re-fi/ sale -Education/Tuition statements (1098-T/1098-E) -SEP,SIMPLE and/or IRA Contribution statements -Bank’s RTN & Account # for Direct Deposit -Your SSN/ITIN numbers and picture ID cards.

Contact Details

  • 474 North Frederick Avenue, Gaithersburg, Maryland 20877, USA


bottom of page