What To Bring

Before booking your service, make sure you have everything you need:

  • A valid government-issued picture ID
  • The tax identification number of each person on your return identification number (SSN or TTIN)
  • Your tax documentation (W2s, 1099s, etc.)
  • Documentation to assist with taking deductions or claiming credits

Need help gathering your documentation? Custom Intake Forms in the Resources section will guide you through the process of collecting everything you will need.

Resources

Resources

Client Forms

image431

What to Bring:

Tax Preparation Checklist, 

Intake Forms 

& Deduction Worksheets

Download

Client Portal

image432

Upload Tax Documentation

 or Download Tax Returns


Anywhere, Anytime, Safe & Secure

Portal

Where's My Refund?

image433

Federal Refund Status


Click HERE for NC State

Federal Status

10 Easy Ways to Simplify Your Finances

Receive this guide to help you save time and money. You will also receive other timely money news and information.