APPOINTMENT SCHEDULED

Thank you, we look forward to seeing you!

Please consider bringing the following items to your tax appointment:

ID
Dependents names, DOB, SSNs
Child care expenses and provider information
W-2s
Pension, retirement income 1099-Rs
Social security income SSA-1099
Interest and dividends income 1099-INT, 1099-DIVs
Sales of stock and bonds 1099-B
College tuition statement 1098-T
Student loan interest 1098-E
Health Savings Account Distribution 1099-SA
Medical expense, mortgage interest statement Form 1098, property tax, charitable donation
Business income and deductions
Gambling winnings W-2 G
Prior year tax return
Direct deposit bank routing & account number

Appointment Confirmation: Text

If you need to make a change or cancel the appointment, please follow instructions in the confirmation email.

Appointment Confirmation: Text