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We value your time in order to streamline our process we have added all of our forms online for you to complete prior to coming in for your appointment.  Please follow the below links and complete Intake Form, W2 and Schedule C Expense form if applicable.  If you are missing a W2 then you need to get your W2 tax and wage transcript. 
 

 

 

 

 

 

Please also bring the following items:

- Recent W-2's or 1099
- Driver's Licenses
- Social Security card for yourself and all dependents

- Birth Certificates for all dependents 
- Any business related expenses/receipts
- Any information related to taxes paid on house, car, business
- Any school or training expenses 1098E or 1098T if applicable
- List of any electronics purchased if you have a business or in school and it is for the business or school
- Any charitable contributions, Tithes, etc
- Out of pocket Medical expenses/ prescriptions
- Work/Job related expenses (Union Fees, Training, Uniform or supplies
purchased)

- Copy of check you'd like you refund deposited into

- Health Insurance Form 1095 A/1095 B/1095 C if applicable

- W-2 Tax & Wage Transcripts:   https://www.irs.gov/individuals/get-transcript

- Income Tax Transcript:   https://www.irs.gov/individuals/get-transcript

- Original Tax Returns (for amendments)

We offer Rapid Refund Advances in the amounts of $500, $1000, $1500 and $2,500 if a client would like to apply for that. We also offer E-file. 

We accept all major credit cards, debit cards, cash, and personal checks for payment

TAX FORMS

REQUEST YOUR IRS TRANSCRIPTS:

https://www.irs.gov/individuals/get-transcript

STATUS OF REFUNDS

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