You will need to bring the following documents:
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:
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.