THINGS YOU NEED TO KNOW
We want our customers to be prepared when coming into our office. So below are some helpful tips and things you will find beneficial.
COVID SETUP
COVID has thrown many of us a curve ball this year and we as a business want to make things run and feel as normal as possible. Â
Here are a few precautions that we've put in place
-we have two glass screens for you and our protection, one at our front desk and another between you and our tax preparer
-we have a hand sanitizing station set up when you walk in the door
- We can come get your taxes from outside if you don't feel safe coming in
- You also have the option to mail them to us to our PO Box our mailing address is below
BGR BOOKKEEPING & TAX SERVICE
PO Box 201
Axton, VA 24054
NEW CUSTOMER? HERE ARE SOME THINGS YOU WILL NEED
-Previous Tax Return
We ask for these so we can make sure you have all your papers with you
- Drivers License
-Social Security number for you and your children (if applicable)
-Insurance PapersÂ
We mainly ask for these if the customer has Market Place insurance, but if your not sure whether you have that insurance bring them in anyways to be extra safe
-Bank Information
For your refund (if applicable)
-Donation ReceiptsÂ
-Gain/Loss papers (if applicable)
-Interest Received (if applicable)
-IRA Contributions (if applicable)
THINGS WE OFFER
TAX PREP
-Face to face appointment
-Drop Off
-Pick up Outside
-Tele meeting (call for more info)
-Mail it in
-Financial Advice
FOR BUSINESSESÂ
-Tax Prep
-Bookkeeping
-Financial Advice