Tax season, made simpler.

Common items include a government-issued photo ID, Social Security or taxpayer identification numbers for people on the return, W-2s, 1099s, other income records, and documents relating to deductions or credits. Bring last year's return if available. We'll help you identify anything else needed for your situation.

We can discuss your self-employment income and the tax preparation services available. You may need records of income, expenses, estimated tax payments, and other business information. Contact us so we can review what to bring.

Appointment options depend on this office. Reach out to us and we'll explain how we can work together.

Timing depends on the complexity of your return, the documents available, and whether additional information is needed. We'll discuss the process and next steps with you.

Let us know before your appointment. We can discuss which records are missing and what information may be needed to prepare an accurate return. Please don't email sensitive tax documents unless we've provided an approved secure method.

Pricing depends on the work involved and your tax situation. Contact us for information about our services and how fees are determined.

Ask us about current certificate availability, eligibility, redemption rules, and expiration dates. Travel and cruise certificates require payment of applicable taxes and fees, and additional charges or restrictions may apply. We can share the terms before you make plans.

Choose “Request an appointment” to open an email addressed to us, or use our listed phone number. Tell us your preferred days and whether you'd like an in-person or virtual appointment. Please don't include Social Security numbers or tax documents in your initial email.