Schedule your own appointment for two step tax preparation:
1st visit: Bring all tax documents that apply (see list below) and set up return visit for one week later. Plan for at least 30 minutes per visit.
2nd visit: One week later return to review the completed return, make any remaining changes, and sign the return so that it can be filed.
If you need special accommodations due to transportation distance or difficulties, please call 2-1-1 or 1-888-421-1266 to discuss other appointment options.
Location: 3600 8th Ave South Birmingham, AL 35222
Directions will be sent with email confirmation of appointment.
BE SURE TO BRING YOUR ID and all documents below that apply:
-Required: Social Security cards for yourself, your spouse and any dependents. (If lost contact Social Security for replacement prior to your appointment.)
-Required: Driver license or non drivers ID for both you and your spouse.
-Spouses filing jointly must both be present. If filing separately, you will need your spouse's name and Social Security Number
-A copy of last year’s federal and state tax returns
-W‐2 forms for every job held during the year.
-1099 forms for other income such as interest, dividends, retirement, Social Security, unemployment or self‐employment.
-1042S if Foreign Student with Treaty Benefits filing as Resident Alien
-New: Information regarding insurance coverage for each family member, 1095A if purchased insurance from the Affordable Care Marketplace (required)
-Letters or documents from the IRS that will affect your tax returns
Items that may increase your refund:
-If you paid for child care – documentation listing provider name, address, tax ID#, and amount paid.
-CollegeTuition expense statement (1098T) and statement of account from school, including expenses for books
-Student loan interest statement (1098E)
-Proof of expenses such as property tax, vehicle tag fees, charitable contributions, unreimbursed medical, dental or prescriptions.
-Any other documents that may be necessary to complete your tax returns.
We look forward to seeing you!
You will receive a text message reminder before your appointment