What to bring with you.

Bring your ID (spouse if applicable). We not only need to validate your Identity, but we are required to keep a copy on file.

Routing & Account number for direct deposit (As of September 2025, IRS NO LONGER ISSUES PAPER CHECKS)

If you are new to us, we will need to see the Social Security Card for each individual being claimed on your tax return.

A prior year return is helpful. We use it as a guide to compare your current year & confirm we have everything needed to complete the most accurate filing.

Copy of Death Certificate if you are filing for someone who has recently passed. If you are someone other than the surviving spouse we will need to see the court document(s) naming you as executive.

If you are claiming a dependent(s) under a shared custody agreement (filed with the courts), please bring said agreement along with you. If your agreement proceeds July 2, 2008 a signed form 8332 from the custodial parent may be needed.