Our Drop Off Tax Service is Quick and Easy!

1. Gather Your Documents

Please view the list below to see common tax documents we may need to file your tax return. Enclose documents in a folder/envelope and include your name, phone number, and email.

2. Drop Off

Drop off your tax documents at your convenience during our business hours. No appointment is needed unless you would like to meet with your tax preparer.

3. Review and Sign

Once your tax return is completed, your tax preparer will contact you to schedule an appointment or send you a link to review your tax return and provide signature(s).

Common Tax Documents

Everyone's situation is different, but here are some common items you may need to bring:

• Valid government-issued photo ID for you and your spouse

• Social security cards for everyone listed on tax return and birth dates for all dependents

• Proof of income documents (W-2s, 1099s, unemployment, income and dividends on interest statements, etc.)

• Insurance if you purchased off the marketplace (Form 1095-A)

• Childcare expenses and provider information

• Business and other deductible expenses

• Alimony paid or received

• Property taxes paid

• Mortgage and home equity interest paid

• Bank account information (account and routing number) if you would like to have your refund direct deposited or if you would like to pay taxes you owe using Direct Debit

• A copy of last year’s tax return if you didn’t file with us