Scheduling Instructions
- Choose an appointment on the calendar below and enter your name and phone number.
- You may only schedule one appointment per person.
- If you do not bring all required documents as noted below to the appointment, you will be asked to reschedule for the next available date/time.
Eligibility Requirements:
- Income is less than $55,000 (including spouse's income if married filing jointly).
- U.S. citizen, U.S. national, or permanent resident (green card holder).
- No rental or partnership income.
- No out of state returns to prepare (we prepare federal and Virginia state returns).
What To Bring:
- Valid government-issued photo ID.
- Social Security cards for you, your spouse, and all dependents. (Visit www.ssa.gov to apply for a replacement card.)
- Wage and earning statements (Forms W-2, W-2G, 1099-R, 1099-MISC) from all employers and unemployment compensation.
- Retirement account, pension, and annuity statements (Form 1099-R).
- Interest and dividend statements from banks (Forms 1099-INT, 1099-DIV).
- Health insurance statements (Form 1095-A, 1095-B, 1095-C).
- Students: Form 1098-T and information on tuition payments, scholarships, fellowships, and grants.
- Daycare expenses paid last year, and the daycare provider's name, address, and tax identifying number.
- Proof of bank account and routing numbers (such as a blank check) for direct deposit of refund.
- A copy of last year’s federal and state returns if available.