Use the Code 'PAUSE' and get a 10% Discount on Tax Prep thru the Shutdown Pause on 2-15-2019!!

What To Bring

For your tax preparation appointment you will need:

* A valid government-issued picture ID for yourself and your spouse

* The tax identification number of each person on your return  (SSN or TIN)

* Your bank routing and account numbers for refunds or withdrawals

* Last year's tax return

* Your tax documentation (W2s, 1099s, etc.)

* Documentation to assist with taking deductions or claiming credits

Need help gathering your documentation? 

Click HERE for forms to guide you through the process of collecting just about everything you could need.



Client Forms


What to Bring:

Tax Preparation Checklist, 

Intake Forms 

& Deduction Worksheets


Client Portal


Upload Tax Documentation

 or Download Tax Returns

Anywhere, Anytime, Safe & Secure


Where's My Refund?


Federal Refund Status

Click HERE for NC State

Federal Status

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