Frequently Asked Questions

Scroll down to request an appointment using the form on this page.

A team member will contact you to schedule an appointment.

Please keep in mind that we are very busy during tax season, but we are monitoring requests daily.

All appointments are virtual through Zoom. If you need in-person accommodations, please let our intake team know during your call.

• Wednesdays and Thursdays, 12 p.m. - 9 p.m.

• Biweekly Saturdays, 10 a.m. - 2:30 p.m.

• Photo ID for taxpayer and spouse (if applicable)
  
  
• Social Security cards or ITIN letter for taxpayer, spouse, and all dependents

• Identity Theft Protection Pin (if provided by the IRS)

• Proof of income (W2, 1099-MISC, 1099R, SSA-1099, etc.)

• Information for credits & deductions (mortgage, tuition, investments, interest, etc.)

• Small business documents and expenses (if applicable)

• Tax ID number or Social Security number of daycare provider and amount paid (if applicable)

• Personal check with account/routing numbers for direct deposit of refund

• Copy of your previous tax return
  
  
• If you have Overtime income: last paystub from 2025