Tax appointment
What to gather before you come in
Bring the records that explain your income, major changes, and possible deductions. The exact documents depend on your situation, so call the office when you are unsure.
- Government-issued identification for the people filing
- Income documents you received for the year
- Records related to self-employment or a business
- Information about major family, employment, housing, or education changes
- A copy of your prior return when the office does not already have it
Do not send sensitive documents through the ordinary website form. Call the office to arrange an appropriate delivery method.
Bookkeeping
Make business records easier to review
Consistent organization is usually more useful than trying to reconstruct an entire year at the last minute.
- Keep business and personal transactions separate
- Save receipts with a note explaining the business purpose
- Review statements regularly instead of waiting until filing time
- Keep records in a consistent folder or naming system
- Ask early when you are unsure how something should be categorized
Information security
Protect sensitive tax information
Tax documents can contain Social Security numbers, addresses, bank information, and other details that should not be placed in an ordinary contact form.
- Do not place confidential numbers in the website message field
- Confirm the recipient before sending documents electronically
- Use strong, unique passwords for email and financial accounts
- Call the office when a request for information seems unusual
- Be cautious with messages creating urgency around refunds or payments
The office will tell you how to provide documents. The public website is intended for basic questions and appointment requests only.