Welcome back! Your tax appointment is waiting.
Same trusted team, first pick of appointment times, and a faster visit because your information is already on file.
Why returning is easy
Same trusted preparer
Work again with the certified professional who already knows your tax history.
First pick of times
Book early to grab the appointment windows that fit your schedule best.
Faster visits
Your information is already on file, so your appointment moves quickly.
Bilingual service
English & Español support every step of the way, just like last year.
Three simple steps
1. Book your appointment
Pick a time on the calendar below, or request one with the form.
2. Gather this year's documents
Use our checklist below to pull together what's new since last season.
3. Meet your preparer
Meet in person at any office or virtually — whichever you prefer.
Your document checklist
- Photo ID
- Social Security cards for everyone on the return
- All W-2s and 1099s
- Last year's return (if we didn't prepare it)
- 1098 mortgage / tuition forms
- Childcare provider info
- Marketplace Form 1095-A
Bring what you have — your preparer can help locate the rest. We never collect Social Security Numbers or tax documents through this website.
Reserve your time
Grab a spot on the calendar now, or send us a request with the form below — whichever is easiest.
Prefer to send a request?
Complete the form below and we'll reach out to confirm your appointment.