Essential Items for Each Family Member:

• Name
• Date of Birth
• Social Security Card /ITIN/ATIN
• Last Year’s Tax Return
• Valid Driver’s License

• W-2’s
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses
• Retirement Savings Contributions Credit

How do I schedule an appointment to get my taxes done?

ALL TAX INTERVIEWS ARE CONDUCTED REMOTELY.

To schedule an appointment, simply call us at 754 816 3202 and speak to one of our agents who will assist you with scheduling an appointment.

After you have scheduled an appointment, you are required to submit your documents to us by using one of the following emails –  info@taxbaron.net. or taxbaron@gmail.com  (SEE DOCUMENTS REQUIREMENTS BY CLICKING HERE)

If you choose to drop off your documents instead, we are located at 625 South State Road 7 in Hollywood Florida right of the turnpike and US 441. (SEE OFFICE HOURS HERE)

After all your documents are in, one of our Tax Professionals will call you to have your taxes done.