We believe in simple ideas, strong relationships, and lasting impact.
IN-OFFICE
Tax Preparation
Pull up after scheduling your appointment today.
If you prefer face-to-face service, come into the office and meet your tax preparer in person. We’ll review your situation together, ask the right questions, and make sure your return is done accurately and by the book.
✔ Tax Loans ✔ Personal & Business Taxes
✔ IRS Resolution ✔ Self-Employed & W-2 Filers
✔ Bookkeeping ✔ All 50 States
✔ No Upfront Fees ✔ All year support
Income Documents
Income documents are required to report all income earned during the tax year, as mandated by the IRS. This includes income from W-2 employment, self-employment, side hustles, contract work, unemployment, and any other source of income.
Income Documents (Bring ALL that Apply):
W-2 forms (from ALL employers)
1099-NEC / 1099-MISC / 1099-K
Self-employment income records
Business income & expense records
Unemployment income statements
Additional Documents
Additional documents help us identify deductions, credits, and other tax benefits you may qualify for. While not every client will have these documents, bringing them when applicable can help increase your refund or reduce your tax liability.
Additional Documents (If Applicable):
Childcare expense records
Mortgage interest (Form 1098)
Student loan interest
Health insurance forms (1095-A, if enrolled through Marketplace)
Prior year tax return (helpful but not required)
WHAT TO BRING TO IN-OFFICE
Required Documents
To avoid delays, please bring ALL required tax documents to your in-office tax appointment or upload to secure site. Missing or incomplete information can delay your refund or cause IRS issues.
We file fast and accurate — but that starts with complete paperwork.
Required for All Clients:
Valid government-issued photo ID
RS IP PIN (if issued by the IRS)
Direct Deposit Information (pre-paid cards available)
