Identify the year and the request
Write down the tax year you need help with and whether your request involves preparation, a notice, or something else. Confirm that the team handles the work you need.
Gather your starting records
Income statements, relevant supporting records, and a prior-year return can help you prepare. This is a starting list rather than a complete checklist for every situation. Confirm what else you need with the team.
Choose a secure handoff
Bring sensitive documents to the agreed appointment or use a secure method specifically confirmed by the team. This website does not accept tax returns, identification files, bank information, or Social Security numbers.
Review current requirements with the responsible authority. This is general information, not individual advice.
Prepared for this website preview. No outcomes, eligibility, coverage, filing acceptance, or financial results are guaranteed.