Get Started on Your Tax Preparation

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.