QUALITY TAX EXPERTS
LET THE EXPERTS HANDLE IT!
TAX CLIENT INTAKE [VIRTUAL]
Schedule a 15-30 minute session with me to go over your tax return. This is your chance to ask questions, address concerns, or go over anything you need.
If you have last year’s tax return, please have it handy so we can review it together.
⚠️ This is NOT an in-person consultation. If you need an in-person session, please book the "In-Person Intake" appointment instead.
TAX CLIENT INTAKE [IN-PERSON]
Schedule an in-person session to file your tax return. Please bring all necessary documents, including but not limited to:
- Unexpired ID/Driver’s License
- Social Security card (for yourself and any dependents)
- Utility bill (if filing as Head of Household)
- W-2 forms (if applicable)
- 1099s (if applicable)
- 1098 (for mortgage interest)
- 1098-T (if you attended college)
- 1099-G (if you received unemployment)
- Any other relevant tax documents
If you have dependents, you must provide proof of dependency with one of the following:
- Immunization records
- School letter
- Doctor’s note
- Medicaid letter
- SNAP budget letter
- Any other official document verifying dependency
During the session, you’ll have the opportunity to ask questions, address concerns, and ensure everything is filed accurately.
