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Schedule an Appointment

PREPARE FOR YOUR APPOINTMENT
List of documents you'll need for your Appointment:
  • Government-issued ID
  • Social Security card
  • W-2 / 1099 / Other income docs (Crypto, stocks, mutual funds etc...)
  • SSA 1099 (if collecting Social Security)1099R (if retired)
  • Health Insurance Marketplace Form 1095-A
  • 1098T (For students)
  • Prior year tax returns (New customers)
  • IRS notices (if you received any)

Frequently Asked Questions 

We have high call volumes. Most questions can be answered more quickly on our Help Center.