Step 1: Prepare the Required Documents

To ensure that your tax return is comprehensive and accurate, we need specific documents to support the information provided in the intake form. Here’s a checklist of documents you may need:

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• Identification (ID): Please have a government-issued ID, such as a driver's license or passport, ready for verification purposes.

• Income Sources: Gather all your W-2 forms from each employer you worked for during the tax year. If you have multiple sources of income, such as self-employment or rental income, make sure to gather the relevant supporting documents, such as 1099 forms or financial statements.

• Deductions and Credits: Collect any 1098 forms for education-related expenses, such as student loan interest or tuition payments. Additionally, gather receipts or documentation for deductible expenses, such as medical expenses, property taxes, mortgage interest, and charitable contributions. Note: Bank statements may be required in order to help with deductions.

• Dependent IDs: If you have dependents, please have their social security numbers and identification documents readily available, such as their social security card, birth certificate, and school record or medical record.

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Step 2: Fill Out the Intake Form and Upload Documents

Once you have gathered the necessary documents, its time to fill out the intake form and upload the documents securely onto our platform. To get started, simply access our user-friendly online intake form. Our system is designed to accept digital files, so make sure you have the documents saved on the device you are using to complete the intake form. This streamlined process eliminates the need for in-person document submissions or mailing physical copies.​This form will gather essential information required to accurately prepare your tax return. We ask for details such as your name, contact information, social security number, and filing status. The intake form serves as the foundation for our tax experts to understand your unique tax situation.

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Step 3: Book and Appointment

Upon completing the intake form and uploading the required documents, you will have the opportunity to schedule your appointment at a date and time that best suits your convenience.