Preparing for Your Tax Meeting
You may bring your tax documents to your in-person meeting or upload them to our secure online portal, Liscio. If you do not have an account, please provide your name and email address to set one up.
Please have the following ready:
- All tax documents for the current tax year
- Identification for all individuals listed on the tax return
- Filed tax returns from the previous two years (Federal and State)
- We are here to answer any questions you may have, so bring them along
- Use our tax preparation checklist to ensure you’re properly prepared
Payment & Pricing
Our tax service pricing is based on the complexity of your tax return and includes Federal taxes, State taxes, and Local tax returns. A $50 deposit is required at the time of booking your tax appointment, payable via card through the booking link. This deposit will be applied to your final tax service bill, which is due at the final tax return review appointment. We accept cash, card, or check for the remaining balance.
