HOW WE WORK
Online or in our office — your choice.
Two simple paths to get your work done, plus a checklist of what to bring.
Online / from home (most of our clients)
- 1
Start online
Create your account at “Get started.”
- 2
Upload your documents
Securely, through your client portal.
- 3
We prepare it
Our team reviews everything and contacts you with any questions.
- 4
Review and sign
We walk you through the results before anything is filed.
- 5
Done
We file and keep you updated.
In our office
- 1
Set a time
Call or text to set a time (or walk in for notary).
- 2
Bring your documents
See “What to bring” below.
- 3
Sit down with our team
Most visits are handled in one sitting.
- 4
Review and sign
Leave with a clear next step.
Need help with something else, like insurance, your light service, or your business? Just ask. We can talk about it today or set a separate appointment. It's always your choice.
CHECKLIST
What to bring
Personal tax return
- Photo ID
- Social Security card or ITIN letter for everyone on the return
- All W-2s and 1099s
- 1095-A if you had Marketplace health insurance
- Last year's tax return, if you have it
- Bank account and routing number for direct deposit
- Childcare provider name, address and tax ID if you paid for childcare
Self-employed
- Everything on the personal tax return list
- Income totals
- 1099-NEC / 1099-K forms
- Business expense records (mileage, supplies, phone, etc.)
ITIN application
- Passport or other identity documents
- Any IRS letters you received
IRS letter
- The full letter, including all pages
Vehicle title transfer
- Signed title
- Photo ID
- Any bill of sale or registration paperwork
Notary
- The unsigned document
- A valid photo ID for every signer
Not sure? Bring what you have. We'll tell you if anything is missing.
YOUR NEXT CHAPTER STARTS HERE