Our office / Your appointment
Bring the papers.
We’ll sort out the steps.
An organized appointment does not require a perfect folder. Start with the checklist, make a note of what is missing, and bring your questions.
A conversation before filing
Read it together.
Then approve it.
We ask about changes during the year, prepare within the agreed scope, and review the completed return with you before you authorize filing.
Office hours: Monday–Friday, 9am–5pm. Saturday–Sunday, closed. Maple Crossing appointments are arranged in advance.
Booking now for January–April 2027. Help with tax notices is available year-round.
For every return
- Photo identification and taxpayer identification documents for everyone on the return.
- Last year’s federal and state returns.
- All W-2 and 1099 forms, plus other income records.
- Records for deductions, credits, estimated payments, and any tax notices.
- Dependent information and relevant childcare or education documents.
- Bank details if you choose direct deposit or an electronic payment.
For a small business
- Reconciled income and expense totals for the year.
- Business mileage and vehicle expense records.
- Equipment purchases, sales, and prior depreciation records.
- Any estimated tax payment records.
For a tax notice
Bring every page, the envelope, and the related return. Make a note of the response date and any earlier letters or payments.
Bring documents to the agreed appointment. Do not put Social Security numbers, bank details, tax documents, or notice contents into this website’s request form.
A good first step is a date.
Choose the type of appointment and a preferred month. We’ll agree on a time.