Request Appointment

What to bring to keep your appointment efficient:

• Government-issued photo identification
• Taxpayer identification details requested through the secure intake process
• All W-2s from current tax year
• All 1099s (NEC, MISC, INT, DIV, R, K, etc.)
• Business income & expense documentation
• Prior-year federal & state tax returns
• Bank routing & account number for refund deposit
• Any IRS or state notices received
• Receipts / documentation for itemized deductions
• Real estate, mortgage, and property tax statements

How phone, Zoom, and secure-upload filings work:

1. Document upload. Use the official TaxesToGo app or your existing verified secure portal access; never send sensitive tax records through ordinary email.
2. Phone / Zoom consultation. A preparer reviews your situation, asks any clarifying questions, and confirms the scope.
3. Document review. We reconcile your documents, identify missing items, and request anything outstanding through the portal.
4. Return preparation. We prepare your federal and state returns and run a quality-control review.
5. E-signature. You'll receive your return for review and sign electronically — secure, IRS-compliant, and fast.
6. E-file & confirmation. We e-file and send your acceptance confirmation, with refund tracking instructions if applicable.