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🏢 Downtown Office – Intake Instructions
Before You Begin:
Please make sure you’re prepared to upload the following documents when completing your Downtown Office intake form:
✅ A valid photo ID or driver’s license
✅ All tax-related documents (W-2s, 1099s, business income statements, etc.)
We use this information to remain compliant with IRS requirements and to ensure your return is filed accurately and on time.
Once your information is submitted, our team will review your documents and follow up with next steps.
📱 Florin Office – Intake Instructions
Before You Begin:
After you complete your Florin Office intake form, you’ll be prompted to download the TaxesToGo App to securely upload your documents.
📲 Through the app, please upload:
• A clear copy of your photo ID or driver’s license
• All tax-related documents (W-2s, 1099s, and any other supporting forms)
This step is required to ensure your return is processed correctly and to keep your data secure.
Once your uploads are complete, our preparers will reach out to confirm receipt and schedule your review.