Prepare + Prosper Tax Assistance For 2021
Appointments for drop-off tax preparation: To make a drop off appointment please read and follow prompts below. We will be scheduling two weeks at a time, if you do not see any appointment availability we are likely out of appointments at the moment.
After completing the scheduling process you will receive a confirmation email. Please read this email in full. The email will contain a link to complete an intake paperwork packet. Please do this before your appointment. If you are unable to complete the online version please call 651-287-0187 to request a copy to be sent in the mail to fill out and bring to your appointment.
The email also has a list of documents to bring. You must have a photo ID for you and your spouse if filing a joint return. You must also have a Social Security card for everyone listed on the return (a copy of a prior year tax return with all names and numbers listed can be used in place of the cards). Please read the email to see what other documents may be needed.
The initial drop-off appointment can take up to 30-45 minutes. We will go over the intake paperwork, confirm all documents and needed information is present and scan and upload documents during the appointment. Once complete if we have everything we need we will prepare and review the return likely the next day and call you (possibly with a blocked phone number) if we have any questions. At your drop-off appointment we will schedule a check-out appointment to finish the process. These appointments will be on the Thursday of the same week if possible. We will only schedule check-outs if we have all needed documents and info at your drop-off appointment.
Please be aware we are requiring masks to be worn. We can provide one if you do not have one. Please limit the number of people that come with you if possible. Observe social distancing and please do not come to your appointment if you are feeling ill or have been exposed to COVID-19. Please call 651-287-0187 to reschedule.
Thank you for choosing Prepare + Prosper
