Let's start with some basic information so we can personalize your experience
Help us create your personalized document checklist by telling us about your income sources
Based on your tax situation, here's exactly what you'll need. Our AI has personalized this list just for you.
Having these documents ready will make your appointment faster and help us maximize your refund. You can upload them in the next step or bring them with you.
Choose how you'd like to provide your tax documents
Choose a date and time that works best for your schedule
You'll receive instant confirmation via email with a calendar invite. We'll send reminders 24 hours before and 2 hours before your appointment.
Your appointment has been confirmed