PREPARE IN ADVANCE. AVOID DELAYS. HAVE EVERYTHING READY.
Get Ready for Your
Tax Appointment
Please upload all required tax documents to your portal at least 3 days before your scheduled appointment so our team can review them in advance.
Also, have your current-year IRS IP PIN available at the time of your appointment, as it’s required to prepare and file your return.
Please upload all required tax documents to your portal at least 3 days before your scheduled appointment so our team can review them in advance.
Also, have your current-year IRS IP PIN available at the time of your appointment, as it’s required to prepare and file your return.
QUICK checklist
What to Upload Before Your Appointment
Submitting your documents on time helps our team review everything in advance
and makes your appointment smoother and more productive.
2026 Tax Documents
Upload all applicable 2025 tax documents
(W-2s, 1099s, interest statements, etc.).
2024 and 2025 Tax Returns (New Clients)
New clients, please upload a copy of your 2023 and 2024 tax returns.
Valid Government-Issued ID and Social Security Card
Upload a clear copy of your valid government-issued ID and Social Security card.
Dependents’ SSN Cards (If Applicable)
Upload Social Security cards for all dependents, if applicable.
Updated Banking Information
Upload your current banking information for direct deposit
(voided check or bank letter).
Work-Related or Business Expenses (If Applicable)
Upload records of work-related or business expenses, if applicable.
December 2026 Paycheck Stub
Upload your December 2025 paycheck stub, if applicable.
Current-Year IRS IP PIN Required
Please have your IRS IP PIN ready at the time of your appointment. It is required to prepare and file your return.
QUICK checklist
What to Upload Before Your Appointment
Submitting your documents on time helps our team review everything in advance
and makes your appointment smoother and more productive.
2026 Tax Documents
Upload all applicable 2025 tax documents
(W-2s, 1099s, interest statements, etc.).
2024 and 2025 Tax Returns (New Clients)
New clients, please upload a copy of your 2023 and 2024 tax returns.
Valid Government-Issued ID and Social Security Card
Upload a clear copy of your valid government-issued ID and Social Security card.
Dependents’ SSN Cards (If Applicable)
Upload Social Security cards for all dependents, if applicable.
Updated Banking Information
Upload your current banking information for direct deposit
(voided check or bank letter).
Work-Related or Business Expenses (If Applicable)
Upload records of work-related or business expenses, if applicable.
December 2026 Paycheck Stub
Upload your December 2025 paycheck stub, if applicable.
Current-Year IRS IP PIN Required
Please have your IRS IP PIN ready at the time of your appointment. It is required to prepare and file your return.
NEED HELP?
Questions About Uploading
Documents or Finding Your IP PIN?
Our team is here to help you prepare for your appointment with confidence.
Reach out if you need assistance with your portal upload or locating your IRS IP PIN.
NEED HELP?
Questions About Uploading
Documents or Finding Your IP PIN?
Our team is here to help you prepare for your appointment with confidence.
Reach out if you need assistance with your portal upload or locating your IRS IP PIN.
READY TO GET STARTED?
Ready for a Smooth Tax Appointment?
Upload your documents early, bring your IP PIN, and let our team take it from there.
READY TO GET STARTED?
Ready for a Smooth Tax Appointment?
Upload your documents early, bring your IP PIN, and let our team take it from there.
Contact
Mailing Address:
Call/Text: 626-627-2471/626-648-5839
