Meet 1-on-1 With a Tax Preparer
A 1-on-1 meeting with a Tax Preparer is required for all first time clients to Northwest Accounting & Tax Service.
Returning clients are welcome to choose an in person meeting or choose from one of our other filing methods.
Returning clients are welcome to choose an in person meeting or choose from one of our other filing methods.
Gather Your Documents
Having all of your tax related documents at your tax appointment will help ensure timely filing of your tax return.
We have a helpful guide HERE to assist you with gathering the necessary items
We have a helpful guide HERE to assist you with gathering the necessary items
Some documents might include:
- Income statements: W-2, W-2g, 1099-R, etc.
- Interest and dividends statements from banks, brokerages, etc.
- Form 1098 from your mortgage lender
- A copy of last year’s tax return
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Receipts for charitable donations
- Social Security or other taxpayer ID numbers for yourself, spouse and/or dependents.
Schedule an appointment
For your convenience, Northwest Accounting & Tax Service offers the flexibility to schedule an appointment in advance by calling our office or clicking the link below.
Schedule Appointment
Schedule Appointment
Attend Appointment
On the date of your appointment, your preparer will have several other appointments. Please respect their time and be punctual.
Check in with reception when you arrive. You will be required to present ID and fill out some paperwork.
Check in with reception when you arrive. You will be required to present ID and fill out some paperwork.
Alternatively
File Your Taxes With Another Option
Other options are available for returning clients only. If you have not filed your taxes with Northwest Accounting & Tax Service previously, we will require an in person appointment
Drop Off
Drop off your documents with our receptionist. Come back later to sign and pick up your taxes.
Back Title
Simply drop off your documents and we'll call you when we're done
This option is available for most returning clients
This option is available for most returning clients