What to Bring to Your Appointment

Don’t have time for an appointment? No problem! You are welcome to call our office to set up an account with our secure online portal, enabling you to safely submit all of the following information digitally for our tax professionals to complete your return. We will contact you with any questions regarding your information and notify you when we are ready for you to digitally sign your return.

(Note: Please be sure to print and/or save completed documents before closing.)

New Clients

• • • • Valid ID for each person filing (required)
      • Valid SS Cards for each person filing and any dependents (required)
      • Bank account information for Direct Deposit (optional)
      • A copy of last years tax return (optional)
      • Completed Client (& Dependent) Info Sheet (can complete at our office)
      • Signed Consent for ATS to Use and File Tax Return Information for this tax year (can complete at our office)
      • All forms and documents and records relating to your income for the tax year (W-2, SS Benefits, 1099, unemployment, 1095-A, 1098T, business and/or rental income and expense records, itemized deductions, etc)

Returning Clients

• • • • Updated version of ID (if applicable)
      • Valid SS Card for an new dependents (if applicable)
      • Completed Client (& Dependent) Info Sheet (can complete at our office)
      • Signed Consent for ATS to Use and File Tax Return Information for this tax year (can complete at our office)
      • All forms and documents and records relating to your income for the tax year (W-2, SS Benefits, 1099, unemployment, 1095-A, 1098T, business and/or rental income and expense records, itemized deductions, etc)