Appointment Confirmed

Please Review Before Continuing

Thank you for scheduling your tax appointment. Before proceeding, please confirm that you understand and agree to the following requirements.

Married Filing Jointly

Identification

Valid, government-issued photo ID for you (and your spouse, if married)
IDs cannot be expired
Physical Social Security card or ITIN letter/card for everyone listed on the return
Failure to bring required ID or SSN/ITIN documentation will result in appointment cancellation

Tax Information

Refund Method

Transcripts (if applicable)

Appointment Policy

Please arrive 10–15 minutes early
There is a 15 minute grace period. After that time the appointment will be canceled or rescheduled
Processing time varies, as every tax return is different

Applying for an ITIN? You must bring additional documentation:

To complete your appointment, please be prepared to provide valid identification.

Primary Option
A passport is the only document that verifies both identity and foreign status on its own.

If You Do Not Have a Passport
You must provide a combination of two (2) or more of the following documents:

National Identification Card (must include photo, name, address, date of birth, and expiration date)
U.S. or Foreign Driver’s License
U.S. State Identification Card
Foreign Voter Registration Card
Visa
U.S. Citizenship and Immigration Services (USCIS) Photo ID
Documents for Dependents:

If you are applying for dependents, please bring one of the following:
- Birth Certificate (for dependents under age 18)
- Medical Records (for children under age 6)
- School Records (for dependents under age 14, or under 18 if currently a student)

Taxes Filed

0 k+

Taxpayers Claimed +1 Federal Tax Credit

0 k+

Taxpayers Claimed CalEITC

0 k+

in Federal & State Tax Refunds

0 m+

Acceptance Rate

0 %

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