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Please check in 15 minutes before the appointment for the intake and interview process
Before you arrive, please complete, download, and print the intake form. 13614-C Intake Form

Bring to appointment

·       Completed intake form

·       Current photo IDs  (you and your spouse, if any)

·       Social Security cards for all persons on the return

·       All applicable tax documents, such as:

W2, 1099R, 1099SA, 1095A, Social Security

·         Any letter received from the IRS, such as:

IP PIN after identity theft

·         IF direct deposit is desired
 Bring a check or printed letter from the bank with the routing and account number

Schedule C filers (self-employed) must have

·       Tallied summary of expenses

·       Mileage log entries

·       Documents supporting income received

If filing a joint return, both spouses must be present to sign and submit your return.

You won't need to make an appointment or visit a tax site location for Virtual Preparation. RealSense will still prepare and e-file your tax return.
Complete the 13614-C Intake Form and email it to or Once the tax site has received your intake document, they will contact you with instructions on obtaining your secure personal tax preparation portal. After receiving your documents through the portal, the site can prepare and complete your return within a few working days. You will be contacted by phone or email if you need more information.

Other important information:

  • We are currently not performing any returns with Bitcoin or any form of Virtual Currency
  • If you feel comfortable preparing your return, remains available 24/7 for self-filing simple returns at no cost. It provides phone, email, and chat support for any questions during preparation.
  • If you have already filed your tax return and are concerned about the status of your refund, please check the IRS Where’s My Refund webpage. After a return is transmitted and accepted, the tax site cannot track your refund
  • If you file jointly with a spouse, you must not create separate appointments. 
  • If you must file for multiple years, do not create an appointment for each tax year. Specify in the notes or contact the site with which years. 
  • All duplicate appointments will be removed. Failure to follow the procedure may cause you to lose your appointment. 
If you are interested in volunteering, please contact
Wesley James, Volunteer Coordinator