Assemble your return packet. Your packet begins with Form 13614-C Intake Interview and Quality Review Sheet. This form includes basic information about you and your household that we will use to start your return. It also asks a number of questions about your income, expenses and “life events” that will provide a guide for what documents and information you need to assemble for your return (see below for list of documents).
Schedule an intake interview. At this interview, you will review your Form 13614-C and the documents you’ve assembled to make sure we have all the information we need to prepare your return. (Note: It is possible to do the interviews virtually. We can do a curbside pick-up of the intake packet and a curbside signing of the final documents.)
Be patient while we prepare your return. Our preparers work as a team at scheduled times during the week. After the return is prepared, each return receives a Quality Review by another preparer, who verifies that all information is entered accurately and responds to questions the initial preparer may have had. You may be contacted during this process if the preparers have questions. If this happens, the preparer will clearly identify him/herself and will not ask for your social security number or TIN or ask you to send money.
Schedule an appointment to sign the return. Once your return is finished, we will contact you to review your return and sign the Authorization to E-File form. If you are married filing jointly, both you and your spouse need to sign. Be sure to bring proof of bank account routing and account numbers for direct deposit.