Schedule An Appointment
To ensure that we can successfully complete your return when you visit, please be certain to bring the following documents to your appointment. Your documents can also be Uploaded Electronically Here.
- A copy of all your W-2 income for the year(s) being filed.
- A copy of federal tax form 1040 for the year(s) being filed.
- A copy of federal schedules 1, C, e, and K-1 (if applicable) for the year(s) being filed.
- Any documentation of other income, for example - none employee compensation (1099-NEC), miscellaneous income (1099-MISC), unemployment, welfare benefits, retirement income (1099-R), or social security benefits, gambling winnings (W-2G), and prizes.