Steps To Getting Tax Preparation Assistance From Tax-Aide

1. Determine If We Can Help You

We are only allowed by the IRS to assist with certain types of returns. You can click here to review the list of returns we can help with.  You can also click here for the list of returns we cannot help with.

2. Gather Up Your Tax Documents

You will need to bring all of your tax documents with you for your appointment.  Click here for a list of suggested documents.

3. Get You Identity Protection Pin (IP PIN) from the IRS.

The Identity Protection Pin helps protect your return and you must get a new one every year.  Click here for more information on how to get your PIN.

4. Complete the Intake Booklet

The Intake Booklet provides us with information to help complete your return.  You can click here to fill it out online or come 15 minutes early for your appointment to fill it out.

5. Make Your Appointment

There are 2 ways to make your appointment.

  • Click here to go to our Appointments page.  On the Appointments page there is a map of our locations.  Once you decide on which location scroll down and click the APPOINTMENTS button for that location.

OR

 

  • We can help you schedule an appointment.  Click here to go to the Contact Us page that has our phone number so you can leave us a message to call you back or you can fill out the form to send us an email.
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