Are you ready to set-up an appointment?
Please fill out the form below to schedule a time to meet with Brandon.
Do you have a general inquiry? Use the contact form here.
Sail through tax season EFFORTLESSLY with a Certified Tax Preparer · Columbus, OH · 1040EZ · 1040 · 1040A
Are you ready to set-up an appointment?
Please fill out the form below to schedule a time to meet with Brandon.
Do you have a general inquiry? Use the contact form here.
- Last year's tax return.
- Driver's License.
- Your W-2, 1098, or 1099.
- Income & expense records not already shown on a W-2 or 1099.
- IRA or other retirement plan statements.
- Mortgage statement, real estate, HUD statement, & personal property tax documents.
- Date of investments in stocks, or other property you purchased or sold & related expenses.
- Charitable donation statements & other non-cash charitable donations.
- Student loan interest payments, childcare or higher education expenses.
- Employment or job search expenses.
- Receipts for contributions made to HSA, alimony paid, and moving expenses.
- Click here to download a checklist.
SIMPLEX accepts cash, check & credit card. Please make your check out to SIMPLEX Tax Services LTD.
Brandon takes doing your taxes seriously and so should you! Let's meet at a mutually convenient time and location like your place of employment, your home, or a coffee house.
Brandon is a Certified Tax Professional. Read more about Brandon.