Why do I need to check in?

During check in we verify the accuracy of the contact information that is to appear on your tax return. You must complete our tax appointment questionnaire (which is updated every year as the tax laws change) to make sure we don’t miss any deductions or credits pertinent to your tax situation. You may complete the form in the privacy of your own home. The form is located under Important Documents. Complete the Tax Return Appointment Questionnaire and submit it to our office prior to arrival.