Walk-In Guide

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

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

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

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

These cards must be used before March 15th or they're no longer valid.

Same-Day Service Instructions For clients seeking immediate preparation, please note that all documentation must be printed in advance.

Complete the Profile Sheet: You must fill out the Profile Sheet and answer all questions completely. Even if your information hasn't changed, this is an annual IRS requirement. Providing this data upfront significantly expedites your return.
Check-In: Use the kiosk in our lobby to check in and place yourself on the waitlist.
The Text System: You will receive text updates:
1. Confirmation: Immediate text confirming you are on the list.
2. On-Deck: A text notifying you to return to our office.
Capacity Limits: If our daily capacity is reached, we will inform you immediately. You may then choose to leave your documents for Drop-Off preparation (until March 15th) or return another day to try again.