Appointment Types

Starts with a 30-minute interview appointment with pick up of your completed return 1 week later.

1. You must bring:
   • government issued photo id
   • proof of social security number for all on your return
   • a completed Intake Booklet 
   • all of your tax forms (our checklist)
   • list of possible deductions & credits (our organizer)
   • copy of last year’s return (not required, but helpful)
2. A certified preparer will interview you and scan your forms
3. You will go home with your forms
4. An offsite certified preparer will prepare your return from the scan and may call you with questions
5. An offsite second certified preparer will review your return, again from the scans, and call you to pick up your return
6. You come back 1 week later to pick up your return

The interview appointment will last approximately 30 minutes, pickup will last 5-10 minutes.

Note that all taxpayers on the return (taxpayer and spouse, if any) must either be present for both the interview and the pickup appointments or come with a Power of Attorney. The IRS form 2848 is available here and a sample.