appointment booking

You will need the following items at your appointment:

  • Identification Information

    ID or Driver’s License (including spouse, if applicable)

  • Social Security Cards

    Please provide a SS card for all household members who will be included on your tax return.

  • Wage Statements

    - W-2 (including spouse, if applicable) and 1099

  • Additional Income Statements

    Interest and divident income from investments, Unemployment Income, Social Security Income

  • Real Estate Documents

    Recent Home Purchase, Proof of paid mortgage, Home Equity Loan Interest, Proof of paid real estate and personal, property taxes paid

  • Copy of Last Year Tax Return

    By bringing in your tax return from last year, we will provide a two year review at no additional cost.

Traveler pickup is offered. Pick up and Drop off is limited within General Luna only Hotel pickup is offered. View the hotel list on our checkout page to see if yours is included among the pickup points.

Book Your Appointment

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