When booking this option be mindful of the time chosen be ready 5 mins before with documents in hand also email me over documentation before day of appt to help with our timing so I can have pull up in front of me during our meeting note that’s this option is and virtual appt for ones who can’t make it in office and you can watch me during your whole meeting as I work briefly to finish your return documents to email over are ( your id social or birth certificate your dependent if any documents your last year return your last your tax return last check stub w2 1099 school form if any and job forms such as 1095 A or 1099T unemployment if self employed receipts invoices business info child care info and important information) if your not sure about a form you have just be sure to ask about it to see if it’s needed
