(757) 873-8585 | info@carminesrobbins.com

Tax Appointment Info

What to Bring to Your Tax Appointment

Original source documents such as W-2s, 1099s for interest, dividends, and miscellaneous income. Bring any statements from investment accounts showing gains or losses on sales of investments. Copies of the settlement statement from any purchase or sale of real estate. Any form K-1s from partnerships, limited liability companies or S-Corporations. Any backup for itemized deductions like mortgage interest, charitable contributions or other items. Please bring your last three filed tax returns, or as many as you can put your hands on. We use them to gain familiarity with your tax situation and very often we find deductions you might have missed or handled incorrectly. As a general rule, when in doubt as to what to bring.....bring it!

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  Great coffee...and great service too!

We enjoy sitting down over a great cup of coffee to learn more about you, your needs and your financial goals. Here are a few things we can do for you:

 • We'll sort out your accounting.
 • We'll minimize your taxes.
 • Timely service and clear fee structure.
 • Quicken/QuickBooks/QuickBooks Online/Peachtree Specialists.
 • Initial consultation...no charge!
 • Great coffee!

Dental Arts Accounting

Carmines Robbins' offers customized accounting services including BOSS™ (Back Office Support System) for the dental arts profession.

Learn about our specialized services for Dental Arts Professionals.


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