Before you file
A few quick answers to the questions we hear most often.
What should I bring to have my taxes prepared?
Bring your photo ID, Social Security numbers or ITINs for everyone on the return, W-2s and 1099s, last year’s return if available, bank details for direct deposit, and records of income, expenses and potential credits. See the full checklist →
Can I drop off my tax documents?
Yes. Drop them off at our office. We’ll call or text when your return is ready for review and pickup.
Do you prepare self-employed and small-business returns?
Yes. Bring records of your business income and expenses, and we’ll discuss your return with you.
Do you offer e-file and direct deposit?
Yes. We offer electronic filing and direct deposit when available for your return. Bring the correct bank routing and account numbers.
Can I file a return for an earlier year?
We prepare prior-year returns. Call us about the year you need and which documents to bring.