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Home Appointments Tax Prep Sites Services |
RealSense appointments are now available. 1. Please check in 15 minutes prior to appointment · To complete paperwork for intake and interview process 2. Prior to arrival, complete, download and print intake form. 13614-C Intake Form 3. Bring to appointment · Completed intake form – if you have downloaded it · Current photo ID’s (you and your spouse, if any) · Social Security cards for all persons on the return · All applicable tax documents, such as: ü W2 ü 1099 R ü 1099 SA ü 1095 A ü Social Security · Any letter received from IRS, such as: ü IP PIN after identity theft · IF direct deposit is desired ü Bring a check or printed letter from the bank with routing and account number 4. Schedule C filers (self-employed) should bring · Tallied summary of expenses · Mileage log entries · Documents supporting income received Please note: If filing a joint return, both spouses must be present to sign and submit your return.
Other important information:
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