What to Expect:

During this call, we will:

• Verify your identity

• Begin your tax return

• Answer any questions you may have

Details:

• Schedule your meeting:

  • Virtual (Zoom/Teams) or

  • In-Person at 6865 Deerpath Road Elkridge, MD 21075 (no drop-offs, appointment required)

• Upload your required documents before our meeting:

  • Virtual identity documents prior to our call (download our Virtual Tax Checklist) and

  • All applicable tax documents necessary to prepare your tax return

• Duration: Please set aside approximately 30-45 minutes for our meeting

These steps keep your information secure, helps to prevent identity theft, and allows us to begin your tax return with confidence.