After Your Tax Appointment is Booked!
Please gather the following items to bring to your tax appointment.
In Person Meeting
1. Driver’s License or Passport
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2. Social Security Numbers
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3. Bank Routing & Account Numbers
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4. All Tax Documents for 2024
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5. 2023 Tax Return
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If you prefer to complete the client information intake form on paper, please arrive at for your tax appointment 15 minutes early.
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Virtual/Zoom Meeting
1. Driver’s License or Passport
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2. Social Security Numbers
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3. Bank Routing & Account Numbers
You will receive an email containing a link from MyTaxPrepOffice to create a secure porta login. In your portal, you can complete your Client Intake Information Form electronically.
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Through your portal, please also upload all of the tax documents you receive for 2024, and your 2023 Tax Return.
Please look for tax documents pertaining to all of these items that apply to you for your tax appointment:
Income
Wages or Salary (W-2 Income)
Unemployment
Pension/Retirement Income
Rental Income
Farm Income
Dividend/Sale of Stocks
Interest Income
Self Employment Income
Alimony Received
Lottery or Gambling Income (W-2G)
Social Security Income
Tips
Expenses
IRAs
Property Tax
Mortgage Points (Closing Points)
Business Owner/Self-Employed
Tax Preparation Expenses
Union Dues
Education Expenses
Significant Loss or Theft
Charity or Religious Contributions
Mortgage Interest
Moving Expenses
Medical Expenses
Alimony Paid
Bought or Sold Home
Other Job Related Expenses
If you have any questions, please contact us at (262) 353-3151.