IN-OFFICE

Tax Preparation

File with confidence. Sit with a professional. Get it done right.

Pull up. No appointment needed.
If you prefer face-to-face service, come into the office and meet your tax preparer in person. We’ll review your situation together, ask the right questions, and make sure your return is done accurately and by the book.

✔ Personal & Business Taxes

✔ Self-Employed & W-2 Filers

✔ All 50 States

✔ No Upfront Fees

WHAT TO BRING TO IN-OFFICE

To avoid delays, please bring ALL required documents:

Required Documents

To avoid delays, please bring ALL required documents to your in-office tax appointment.
Missing or incomplete information can delay your refund or cause IRS issues.

We file clean and accurate — that starts with complete paperwork.

Required for All Clients:

Valid government-issued photo ID
Social Security cards for you, your spouse, and all dependents
RS IP PIN (if issued by the IRS)

Income Documents

Income documents are required to report all income earned during the tax year, as mandated by the IRS. This includes income from employment, self-employment, side hustles, contract work, unemployment, and any other source of income.

Please bring all income documents applicable to you, such as W-2s, 1099 forms, and self-employment income records. Filing without complete income information can lead to IRS delays, penalties, or future notices.

Income Documents (Bring ALL that Apply):

W-2 forms (from ALL employers)
1099-NEC / 1099-MISC / 1099-K
Self-employment income records
Business income & expense records
Unemployment income statements

Additional Documents

Additional documents help us identify deductions, credits, and other tax benefits you may qualify for. While not every client will have these documents, bringing them when applicable can help increase your refund or reduce your tax liability.

These may include childcare expense records, mortgage interest statements, student loan interest, health insurance forms (such as Form 1095-A), and prior year tax returns. If you’re unsure whether a document applies to you, bring it — we’ll review it with you.

Additional Documents (If Applicable):