We have changed the ways in which we are taking on clients this year due to Covid - 19. To limit as much interaction as possible, we are preparing taxes by appointment only. We ask that you gather the information listed in the checklist that pertains to you and make an appointment. Once you arrive, give us a call so that we may come out to check you in. This will allow us to prepare your return and be ready to discuss the results without a crowded office space.


General Information

  • Driver’s License/State ID

  • Social Security Card (Not required but recommended)

  • W-2 Forms

  • 1099 Forms (Retirement, SSI, Unemployment, Contract Labor/Self Employment)

Health Care

  • Any letter or documents from Marketplace


  • 1098-T Form

  • Printout of College Expenses

Dependent Documentation 

(At least ONE from the list showing the dependent's address)

  • Current Year School Records

  • Social Service Records (DHS)

  • Medical Records

  • Landlord  Statement

  • Childcare Records

  • Employer Statements

  • Placement Letter (for non-biological children)


  • Mortgage Interest Statement

  • Tax ID and Amount Paid for Daycare

  • Direct Deposit Information

Click the appointment type to be taken to the calendar and available times.