Life is hectic, and we know you are pressed for time. That is why we created our convenient drop-off service. If you don’t have time to wait in the office for a tax professional, or wait while the return is prepared, we would encourage you to take advantage of our Drop-Off service.
When using our Drop-Off Service, you can minimize your time in the office by reviewing our Pre-Visit Checklist. Bring your tax documents (that’s anything that you have received in the mail that says “Important Tax Documents” on the envelope) and leave them at our front desk.
A tax preparer will review your paperwork and forms and contact you when your return is ready. If we need additional information, we will explain what we need during our conversation with you. Please be sure to provide phone numbers where you can be reached to resolve any outstanding questions.
Once the return is completed, you will need to come in and sign the paperwork before we can electronically file the return. With Drop-Off returns you will not need to wait when you return. Just let the receptionist know you are ready to sign your Drop-Off return. This will put you at the front of the line to meet with the next preparer, who will get your signatures and ensure we have all the required forms (e.g. W2s, 1099s, etc.).
What To Bring
• Driver’s license(s)
• Social Security card(s)
• Dependents’ Social Security numbers and dates of birth
• Child care expenses & provider information
• Last year’s tax return
• Wage statements / W-2s
• Pension, retirement income / 1099-Rs
• Interest and dividend income / 1099-I NT / 1099-DIV
• Mortgage or home equity loan interest paid / 1098
• Statements on the sales of stocks or bonds
• Self-employed business income & expenses
• Lottery or gambling winnings / losses
• State refund amount
• Social Security / Unemployment Income
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated taxes or foreign taxes paid
• Cash and noncash charitable donations
• Unreimbursed employment related expenses
• Job-related educational expenses