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 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.