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.



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

10 Easy Ways to Simplify Your Finances

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