We’re here to make your visit smooth and stress-free! Here’s what will happen during your appointment:
- A client facilitator will verify your photo ID and Social Security or ITIN cards, review your documents and completed intake form, ask a few questions, and organize your paperwork.
- A tax counselor will again verify your ID and Social Security or ITIN cards, carefully review your documents, ask any additional questions, and prepare your tax return.
- A second counselor will conduct a thorough quality review to ensure everything is accurate and complete.
Once you review your return, you’ll sign a form approving it and confirming that you’re responsible for its accuracy and completeness. After that, we’ll e-file your return for you.
Before you leave, we’ll give you:
- A copy of your completed tax return
- All original documents and forms you provided
We’ll only contact you if the IRS rejects your return.
Before your appointment, we encourage you to review our Taxpayer Information and Responsibilities Poster. It provides helpful details about the Tax-Aide process and what you can expect.
We look forward to helping you!