Book an appointment online!

To ensure a seamless process, please follow these steps:

Step 1: Gather Required Documents

Please collect the following documents for the current tax year:

Previous year’s taxes (If new to VDA Services)

Picture of State License/State IDs from all adults in your taxes

Picture of Social Security Cards from everyone claimed in your taxes

Bank Information: Routing and Account number for your refund/balance due. 

Dependent information (name, social security number, and date of birth)

Daycare statement with FEIN information and amount paid (if applicable)

Wages and Salaries (Form W-2)

Investment and Savings (1099-Int, 1099-DIV, 1099-B, consolidated 1099)

unemployment Compensation (Form 1099-G)

Social Security Benefits (Form SSA-1099)

Retirement Income (Form 1099-R, CSA-1099-R, CSF-1099-R, and RRB-1099-R)

Form 1099-NEC / Form 1099-Misc

Schedule K1 (Partnership or S-Corp)

Rental Income

Form 1095A (if insured through OBAMACARE)

Identity Protection Personal ID Number (IP PIN) (if assigned by IRS)

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Step 2: Submit Documents

Please email the collected documents to Taxpreparation@vdaservices.net.

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Step 3: Schedule an Appointment

This is to make sure you have a scheduled time set for you to process your taxes.  We will reach out to you when it is your set time.

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Thank you for your cooperation, and I look forward to assisting you with your tax preparation. 

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If you need to call me, please use our office number: (786) 529-5765. If I don't answer, please text, and I will get back to you as soon as possible.