What to Bring

IF YOU ARE A NEW CLIENT:

New clients are video meetings due to COVID, even if you later drop-off your stuff at the front desk.

Prior 3 to 5 years’ tax returns (or as many of these you can find)
If you’re claiming an energy credit, we need your returns from 2006 and forward.

Your current tax year information

drivers license(s) and social security card(s) for ALL family members

 

Save a Backup Copy of Your TurboTax Tax File

IF YOU ARE AN EXISTING (repeat) CLIENT:

√  Existing (repeat) clients do not need to schedule appointments.  Existing (repeat) clients can mail or drop-off without an appointment.
√ Tax Organizers are mailed at the end of every January for you to include with your tax info — just drop it off or mail it in
√ 24 Hour Secure Drop Box

ALL CLIENTS:

 √  TAX SEASON REMINDER: It gets busier as the season progresses, so get your materials in early to meet the IRS deadline.

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