In-Person Tax Appointment
Sit down face-to-face with your tax professional. Bring your documents and questions, and we’ll walk through everything together.
Book a Tax Appointment
Choose in-person or remote tax preparation
Choose the type of appointment that works best for you. Whether you prefer to meet in person or handle everything remotely, you’ll work directly with a licensed tax professional.
Remote Tax Prep Appointment
Meet virtually and handle your tax preparation from anywhere. You can securely upload documents and review your return over video or phone.
What to bring to your appointment (quick checklist)
To move fast, gather your key documents before your meeting. If you’re remote, you can share documents securely during the process.
- W‑2s and/or 1099s (income statements)
- Photo ID + Social Security cards/ITIN letters (you and dependents)
- Last year’s tax return (helpful, not required)
- Records for childcare, education, mortgage interest, and charitable donations (if applicable)
Want a quick baseline before you meet? Start with Get My Tax Estimates. If you already filed and you’re waiting on your refund, visit Check My Refund.