list of possible deductions & credits (our organizer)
copy of last year’s return (not required, but helpful)
A certified preparer will interview you and scan your forms
You will go home with your forms
An offsite certified preparer will prepare your return from the scan and may call you with questions
An offsite second certified preparer will review your return, again from the scans, and call you to pick up your return
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.
One Visit In-person
Longer appointment that may involve waiting for a preparer.
You must bring:
government issued photo id
proof of social security number for all on your return
list of possible deductions & credits (our organizer)
copy of last year’s return (not required, but helpful)
A certified preparer will interview you and prepare your return
A second certified preparer will review your return
You will go home with a printed copy of your return which we will e-file
These appointments will last approximately 45-60+ minutes.
Note that all taxpayers on the return (taxpayer and spouse if any) must either be present for the appointment or come with a Power of Attorney. The IRS form 2848 is available here and a sample.
