Scheduling an appointment is easy! We offer both in-person and virtual options to fit your needs.

1. Schedule an In-Person Appointment

• Use our online scheduling tool to select a convenient date and time at our local office. You can also call us to book your appointment.

2. How to Schedule a Virtual Tax Preparation Appointment

• Once you submit the form, you will receive an email confirming the date and time of your appointment. This email will also include a link to our secure client portal and instructions on how to upload your documents.

1. State DL/ID
2. Social Security Cards (TaxPayers & Dependents)
3. Birth Certificates for Dependents 
4. W2s or 1099
5. Form 1098 for College Students
6. Last Tax Retun

Business:

1. Income Records
2. Receipts or Invoices
3. Business Vehicle Expenses

Single filing status:

$14,600 if under age 65

$16,550 if age 65 or older

Married Filing Jointly:

$29,200 if both spouses are under age 65

$30,750 if one spouse is under age 65 and one is age 65 or older

$32,300 if both spouses are age 65 or older

Married Filing Separately — $5 regardless of age

Head of Household:

$21,900 if under age 65

$23,850 if age 65 or older

Qualifying Surviving Spouse:

$29,200 if under age 65

$30,750 if age 65 or older