Schedule With GOTAXTOOLS

Book an Appointment

Select a service and preparer, then choose an available time. Hours: Monday–Friday, 9 AM–5 PM in your preparer's timezone. Confirm the timezone shown in the calendar before booking.

Choose a Service

How Can We Help?

Appointments are scheduled in 60-minute blocks. Choose a service to view available dates and times.

Tax Preparation

Individual and business tax preparation appointments with GOTAXTOOLS.

60 minutesMon–Fri9 AM–5 PM · Host timezone

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Onboarding & Account Setup

Get help with account setup, onboarding, and getting your workflow ready.

60 minutesMon–Fri9 AM–5 PM CT

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Software Workflow Support

Schedule guided help with software workflow questions and supported processes.

60 minutesMon–Fri9 AM–5 PM CT

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Bank Products / General Support

Get assistance with bank-product questions or general GOTAXTOOLS support.

60 minutesMon–Fri9 AM–5 PM CT

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Other

For amended returns and other tax or support needs not listed above.

60 minutesMon–Fri9 AM–5 PM · Host timezone

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Before Your Appointment

Arrive With a Clear Starting Point.

Have your prior-year return and relevant income records available. Your preparer will confirm the documents required for your filing situation, the service scope, and preparation fees.

Tell us which tax year and return type you need help with.
Note important changes since your last filing and any missing records.
Arrange document delivery directly with your preparer. Do not email sensitive taxpayer documents through a general inquiry.

View Document Checklist Ask a Question

Review the date, time, and timezone shown in the booking calendar before confirming your appointment.

Tax Document Checklist

Gather What Applies to You.

Bring the records that apply to your situation. Your preparer may request additional documents.

New to GOTAXTOOLS? Bring last year's tax return (Form 1040, schedules, and state return, if applicable). First-time filer? Let your preparer know.

Identity & dependents

Photo ID, Social Security cards or ITIN letters, birth dates, IRS IP PINs, and dependent residency or custody records.

Wages & other income

All W-2s; 1099-NEC, 1099-MISC, 1099-K, 1099-G, W-2G; cash, gig, tip, and other income records.

Investments & retirement

1099-INT, 1099-DIV, 1099-B, brokerage statements and cost basis; digital asset transactions; 1099-R, SSA-1099, RRB-1099; IRA contribution and rollover records.

Business & rental property

Income and expense summaries, receipts, mileage logs, asset purchases, rental statements, depreciation schedules, farm records, and Schedules K-1.

Home, education & childcare

1098 mortgage interest, property taxes, home closing statements; 1098-T and tuition receipts; 1098-E student loan interest; childcare payments and provider tax ID.

Health, deductions & credits

1095-A Marketplace insurance; HSA forms 1099-SA and 5498-SA; medical expenses, charitable receipts, and qualifying energy improvement or vehicle purchase records.

Prior returns & special situations

Prior-year federal and state returns; estimated tax payment dates and amounts; IRS or state letters; 1099-C, 1099-A, other tax forms, and foreign income or account records.

Bank details

Routing and account numbers for direct deposit or payment. Share these only through a secure method arranged with your preparer.

Include corrected forms and check the tax year. This checklist does not upload or send documents.

IRS Document Guide