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.