Requirements

Please ensure that you bring all the necessary documents and forms with you so we can prepare your taxes and maximize your refund.

Original Documents

Proof of identification.
Social security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration.
Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents.
Birth dates for you, your spouse and dependents on the tax return.
Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers. Interest and dividend statement(s) FROM BANKS (Forms 1099-DIV / 1099-INT), 1099-NEC Self Employment.
Bank routing numbers and account numbers for Direct Deposit. A copy of your check or deposit slip.
Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number).
To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.
Form 1095-A Health Insurance Marketplace.
ID Theft PIN letter from IRS.

Make an appointment
And come to the site with all your tax documents (W2, 1099, 1095-A, etc) – and your spouse, if married filing jointly.
Sit with us
From start to finish as our IRS-certified volunteers prepare your tax return.
To limit risk
At our in-person sites, please do not bring children.

Make an appointment
And come to the site with all your tax documents – and your spouse, if married filing jointly.
Bring your documents prepared
Our IRS-certified volunteers will make a copy of your tax documents so you can leave with the originals.
Arrange a time with the coordinator
To return to the site – with your spouse, if married filing jointly – to review and sign for your return.

Make an appointment
And meet our IRS-certified volunteers online using the Webex Meetings desktop app. No in-person trip to a tax site is necessary.
Upload a completed Intake Sheet
And any tax documents to be used in the preparation of your return during the booking process to secure an online appointment.
Prior to your online tax appointment
Make sure that you (1) have access to a computer with internet, webcam, and microphone, and (2) download the Webex Meetings desktop app.