8517 S US Highway 1
Port St. Lucie, FL 34952
Phone: 772-336-3331
Fax: 772-336-3733
info@WilliamGPembrokeCPA.com
Helpful Information
Useful Links & Forms
Items you will need to bring for your first tax visit:
Personal:
- New Client Information Form
- Copies of the last two years of tax returns
- All end of year documents including;
Business:
- New Client Information Form
- Copies of the last two years of tax returns
- All end of year documents including;
- W-2's & 1099's
- Bank Interest Statements
- Mortgage Interest Statements
- Real Estate Closing Statements
- Bookkeeping for the year
- Quickbooks Backup
- Check Stubs
- Bank Statements
