Book an Appointment Online

Make sure you have all tax documents prior to arriving at your appointment. If you have a tax document, bring it. Documents/information needed are as follows:

Form of Identification
(Driver's License, Passport, Student ID)
Social Security Number (or ITIN)
Form W-2(s) for salaries earned
Any other relevant tax douments
Dependency Status (i.e. if you are claiming yourself)
Check with Bank Account Information