Tax Preparation Appointment

Professional One-on-One Filing Session

During this appointment, we will review your documents, verify eligibility for credits and deductions, and complete your federal and state tax return with accuracy and care. This session is designed to ensure your filing is compliant, clear, and correct — without stress or confusion.

What’s Included:

• Personal tax interview & document review

• Income and dependent verification

• Credit, deduction & filing status eligibility review

• Preparation and electronic filing of your tax return

• Direct deposit setup (if applicable)

• Clear explanation of your results and next steps

What to Bring:

• Valid photo ID

• Social Security cards for everyone being claimed

• All income documents (W-2, 1099 forms, etc.)

• Expense and deduction records (if applicable)

• Bank routing & account number (for direct deposit)

Duration: 30–60 minutes

Format: In-person or virtual appointment available

This appointment ensures your tax return is handled thoroughly, professionally, and in full compliance with IRS filing standards.