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Here’s how in-person tax prep works:

Find your office and tax pro

Get matched with the right tax specialist for you—just choose a nearby office and we’ll take care of the rest.

Make an appointment

Pick a time that fits your schedule—our doors are open daily throughout tax season to make it easy for you.

Grab yourdocuments

Get ready for your appointment by collecting your tax documents—upload them ahead of time or simply bring them with you.

Go through your tax prep together

Watch the process in real-time on your personal screen as your tax pro prepares your return. Once it’s done, simply review and give your approval.

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Reach Out to Us

Partner with a team that values precision, timeliness, and reliable service. Contact us today for expert support across your tax, accounting, and administrative tasks.