Stock Sales and 401K / IRA Cash Outs

If you sold any stock, cashed in employee stock options, liquidated an IRA or 401K you should give us a call. We would like to make sure you bring all the required documents to your tax appointment. Often clients forget about transactions and sometimes banks and brokers are slow to get out the statements in January.

If you sold stock we will need to know when and how much you paid for the stock. The same is true for the employee option sales. Often the employer gives you a statement at year end with all the info we need.

In these tough economic times we know more clients will want to get their returns done early.

We also offer several bank products so you can get your refunds quickly. the fees are affordable and we use a very good company for the rapid refunds.