Pre-Appointment Checklist

New Clients:

    You will need to bring the following documents:

  • Prior Year Tax Return, both Federal and State
  • Copies of Social Security cards(SSN) or Individual Tax Identification Number(ITIN) for you, your spouse, and dependents

New and Existing Clients:

You will need to bring or upload all your current year documents for you and your spouse as well as any documents from your dependents. Please see below for a list of potentional documents:

Missing Documents?

We believe you should make your appointment once you at least have all your W2's as well as 50% of your other documents.

Ready for your Tax Interview?

That's great! Head over to your Client Interview form to get started.

Phone Interviews: Please call (562) 809-3600 Extension 4 at your appointment time.


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