Essential Details For Your Tax Appointment
Income Limit
For the 2025 tax year, the income limit is $69,000 yearly.
Tax Documentation
Photocopies or clear mobile phone photos are accepted for all tax and ID records.
Required Identity
Ensure you have SSN or ITIN cards for all persons included on your tax filing.
Timely Arrival
Please reach our office on time so we can provide a thorough filing experience.
Service Scope
Exclude: rental losses over $25K, K-1 forms, or businesses with paid employees.
No-Cost Aid
Certified tax assistance is delivered by our team with absolutely no fees owed.
Come Prepared!
Download the New IRS App
The IRS recently replaced the IRS2Go app with a brand-new IRS app, available free on the Apple App Store and Google Play. Before your appointment, we encourage you to download it and sign in with your IRS Online Account. The app lets you:
• Check your refund and amended-return status
• View your balance and payment history
• Access your tax records and transcripts
• View IRS notices and letters
• Access your Identity Protection PIN (IP PIN)
Having this information ready can help your tax preparer serve you faster and more accurately.
