Payment Policy

We accept the following payment options:

• Cash
  
• Credit card payments in office (Visa, MasterCard, Discover and American Express) 
  
• Checks payable to "Ragsdale, Curtis and Lagow, CPA's"
• Payment is due when services are rendered.
  

First time clients 

Please bring the following documents and forms:

• Last Year's Federal and State Tax Returns
  
• W-2's
  
• Interest and Dividend Income (1099-INT/DIV)
  
• Unemployment Income
  
• Social Security Income (1099-SSA)
• Mortgage Interest Paid (1098)
  
• Property Taxes Paid
  
• Medical and Dental Expenses 
  
• Cash and Non cash Charitable Donations
  
• Self-Employed Business Income & Expenses (1099's Received)
  
• Income from Partnerships, S Corporations, Trusts, and Estates (K-1's)
  
• Rental Income and Expenses
  
• Estimated Taxes paid
  
• Alimony Paid or Received
  
• Pension or Retirement Income (1099-R)
  
• Record of Purchase or Sale of Residence
  
• Lottery or Gambling Winnings and Losses (W-2G)
  
• IRA Contributions
  
• Child Care Expenses
  
• State or Local Sales Taxes Paid
  
• Unreimbursed Employment-Related Expenses
  
• Tuition and Education Fees (1098-T)
  
• Student Loan Interest (1098-E)