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Ace Tax and Realty
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Other Tax Reminders

If you are a new client, bring with you the following items:

  • Social Security card
  • California ID card
  • If claiming dependents bring their SS numbers and copies of their birth certificates
  • A copy of the most recent income tax return.  
  • We prefer to work by appointment. If you choose to not schedule an appointment, be prepared to wait between appointments as we give priority to scheduled appointments.