Walk-In Guide

Step-by-step instructions to make your visit smooth and efficient

Waitlist Process - Coming Soon

Visit our office to add your name to the daily waitlist; first-come, first-served.

A neatly organized stack of tax documents and forms ready for review on a wooden desk.
A neatly organized stack of tax documents and forms ready for review on a wooden desk.
Arrival Prep

Have all documents organized and totals calculated before arriving to avoid extra fees.

New Client

Bring your physical referral card to ensure your appointment is accepted.

FAQ

How does waitlist work?

Visit our office to add your name to the daily physical waitlist.

When should I arrive?

Arrive with your documents ready to avoid delays and extra fees.

What documents are required?

Bring 1095-A forms, 6-digit IP PINs, ID verification, and 2023 tax returns if you're a new client.

New clients must bring a physical referral card to receive service.

New client referral rule?
Is service first-come, first-served?

Yes, service order depends on daily capacity and your position on the waitlist.