Check the background of this financial professional on FINRA's BrokerCheck.

Client Login
Although, we love to see you in person, we recognize that your time is valuable.  It is no longer necessary to visit our office in person to get your taxes prepared.  You can upload your tax documents 24/7 and download your completed tax return securely using your own Client Portal.  Your USER Name is your email (Primary Taxpayer's email in our system).  If you have used our system in the past, you should know your password.  If you do not remember your password, you can always reset it by clicking "Forgot Password". You can not log in, if we do not have your email in our system.

Please click here to log in to your own Client Portal.

After your return is completed, we can even give you temporary access to our desktop remotely to discuss your tax return line by line and make changes, if necessary.  We can even discuss future tax strategies remotely.  We are determined to give you near face to face experience even if you can not travel to our office.
Thank You

Thank You For Your Business!
We sincerely appreciate your support
for more than 20 years and look
forward to serve you for many more
years. If there is any way we can
serve you better, please let us kno
w.
 

 
Documents Required for Taxes
Form 1095 (A, B or C) for Health Insurance
Your Hanwritten Notes
W2s and W2Gs 1099Rs 1099-INT, 1099-DIV, 1099-OID etc. 1099-B (With "Cost Basis" for the stocks sold) 1099-C AND 1099-A (cancellation of Debt)
1099-G (For State Refund / Unemployment) SSA-1099 (Social Security Statements)
1098 (Mortgage for the main home) 1098 (Rental -Write property address on 1098) 1099-MISC (Need "Business Worksheet") Completed "Rental Worksheet" for each property Each Day Care Provider's Address and Tax ID K-1s for Partnerships, S-Corps, Trusts 1098-T for College Tuition and Fees 1099-E for Student Loan Interest 1099-Q for Coverdell ESA Distribution 1099-S for Real Estate Sales
Non-Cash Charitable Contr. Worksheet (Download)
Rental Income-Expense Worksheet (Download)
Business Worksheet (Download)
Medical Expense Worksheet (Download)
Any Other Tax Document Not Included Above
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 *"Securities and Investment Advisory Services offered through KCD Financial, Inc., Member FINRA & SIPC. Securities are offered in Maryland, Virginia, Pennsylvania, New Jersey and North Carolina. For the residents of the other states, information provided here is for educational purpose only."

This communication is strictly intended for individuals residing in the state(s) of MD, NJ, NC, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.