No Appontment Necessary
We accept walk-ins only. Wait times depend on client volume, especially during tax season.
Your Document Checklist
You may not need every item shown below. Bring the documents that apply to your income, household, property, education, or business.
Personal Information
- Government-issued photo ID
- Social Security cards
- IRS Identity Protection PIN
- Most recent tax return
Employment & Income
- Government-issued photo ID
- Social Security cards
- IRS Identity Protection PIN
- Most recent tax return
Property & Investments
- Mortgage interest statement
- Property tax statements
- Investment sale records
- Rental income and expenses
Education
- Form 1098-T tuition statement
- Form 1098-E student loan interest
- Qualified education expenses
Children & Dependents
- New dependent information
- Childcare provider details
- Childcare amounts paid
Business & Deductions
- Business income records
- Expense and mileage records
- Estimated tax payments
- Charitable donation records
Receiving a Refund?
Bring a voided check or official bank document showing your routing and account numbers for direct deposit.
Is This Your First Visit?
Bring your most recent tax return, government-issued identification, and Social Security cards for everyone on the return.
Have Questions Before You Visit?
Call us if you are unsure whether a document applies to your situation. Walk-ins are welcome at our Santa Ana office.