Virtual Requirements and Drop-Off Requirements
Virtual Tax Procedures (READ THIS FIRST)
- Organize all of your tax Documents (Open all envelopes)
- Complete the Online Intake Form ——>
- Make your Online appointment ——->
- Receive your Appointment confirmation the day before your appointment
- Participate in your telephone interview the day before your appointment (Make sure that you answer your phone)
- On your appointment day and time, JOIN THE MEETING as noted on your confirmation
Drop-Off Requirements
- Bring the following items to your dropoff appointment:
- Photo ID for self and spouse
- Original Social Security cards or ITIN letters required for self, spouse, and all dependents. No photocopies.
- Social Security Number of spouse, if married filing separately
- Birth dates of dependents
- Wage and earning statements (W-2, 1099R, Social Security, etc.)
- Unemployment statement (1099G)
- Bank interest statements
- If insurance was purchased through the marketplace (www.Healthcare.gov) or State Marketplace, bring form 1095A
- Bank check for direct deposit information
Drop-Off Filing Limitations
We do not prepare returns with the following:
- Business returns with expenses over $35,000 or a net loss
- Extensive or complex stock transactions
- Rental property
- Moving expenses
- Purchase or sale of home
- Office in home (Except for simplified format)
- Nonresident/foreign student (1040NR)
Drop-Off Tax Process:
Tax preparation is by appointment only, no walk-ins. Taxpayers should arrive at their scheduled time; complete all intake documents; and participate in a dropoff interview session.
Services

Choose drop-off or guided self-preparation tax help, all free, confidential, and tailored to District of Columbia, Maryland and Virginia residents. Additionally, our virtual program reaches outside the DMV.

We help you file accurate federal and state returns, maximize refunds and credits, and avoid costly preparation fees.
Get Tax Help – Step 1 and Step 2
Step 1 – Complete the required online intake form. Step 2 – Choose a virtual appointment or an in‑person drop‑off appointment.
STEP 1 – Required Intake Form
If you plan to schedule a virtual appointment (STEP 2A), you must first complete the required online intake form below. If you prefer an in‑person drop‑off location (STEP 2B), you will complete a different intake form when you arrive on site and do NOT need to complete this online intake form in advance.
STEP 2A – VIRTUAL APPOINTMENTS ONLY
You will meet with an IRS-certified coach online using a computer (laptop or desktop) for your virtual appointment.
If you do not have a computer, please use STEP 2B – In‑Person Drop‑Off Locations instead.
If you are not comfortable using technology, please skip this section and use STEP 2B – In‑Person Drop‑Off Locations instead.
You must complete the online intake form in STEP 1 before you make a virtual appointment.