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Get Your Taxes Done Now

Preparing your taxes can be confusing and can leave you with more questions than answers. We make sure you receive a complete worry-free tax return. We realize you want to save both time and money. That is why we have created a simple and easy list of steps for you to follow:

1. Gather all of your applicable documents needed to prepare your tax return. Use our friendly What to Bring Checklist to help you get organized and get started.
2. Review our Products & Services to see what choices are best for you and fit your individual needs.
3. Find a convenient  location near you by using our office locator or by calling our toll-free 1-866-300-1040.
4. Call to set up an appointment or simply stop by one of our locations of your choice.
5. Come in for your tax interview. A professional preparer will guide you through a series of questions that will gather all the information needed for your return using our industry leading state of the art tax preparation software. Enjoy free electronic filing with paid tax preparation.
6. Don't forget to bring in your Website Coupon for a discount off your tax preparation.

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What to Bring Checklist

To help save you time and money, review the following list as you prepare for your tax interview. Bring the applicable items from this list below to help us prepare a tax return that results in the largest allowable refund for you.

r  Social Security Card(s)

r  Driver's License(s)

r  Dependents' Social Security Numbers (or ITIN's) & Dates of Birth

r  Last Year's Federal & State Tax Returns

r  Wage Statements - Form W-2

r  Pension or Retirement Income - Form 1099-R

r  Interest and Dividend Income - Form 1099-INT/Form 1099-DIV

r  State Income Tax Refund Amount - Form 1099-G

r  Social Security Income - Form SSA-1099

r  Unemployment Income - Form 1099-G

r  Commissions Received

r  Commissions Paid

r  Sales of Stocks or Bonds - Form 1099-B

r  Self-Employed Business/Farm Income & Expenses - Form 1099-MISC

r  Lottery or Gambling Winnings - Form W-2G

r  Lottery or Gambling Losses

r  Income & Expenses from Rental Properties or Royalties

r  Income from Partnerships, S Corporations, Trusts and Estates - Schedule K-1

r  IRA Contributions

r  Alimony Paid or Received

r  Child Care Expenses & Provider Information

r  Medical, Eye Care and Dental Expenses

r  Cash Charitable Donations

r  Noncash Charitable Donations (ItsDeductible)

r  Record of Purchase or Sale of Residence(s) - Settlement Statements from Escrow

r  Mortgage or Home Equity Loan Interest Paid - Form 1098

r  Real Estate & Personal Property Taxes

r  Unreimbursed Employment-Related Expenses

r  Job-related Educational Expenses

r  Educator Expenses

r  Tuition & Education Fees - Form 1098-T

r  Student Loan Interest - Form 1098-E

r  Casualty/Theft Losses

r  Estimated Tax Payments

r  Foreign Taxes Paid