Prepare For Your Service Appointment

Your Luxury, Concierge Guide

At Tax Service Live, we believe tax preparation should feel effortless, organized, and empowering. Please review these essentials before your appointment or document submission — whether virtual or in person.

Gather your identification essentials

Have a valid unexpired state ID or driver’s license and Social Security cards for yourself and all dependents (or SSA receipt letters). Returning clients only need an updated ID unless dependents or details have changed.

Collect all income documents

Ensure you have received all W-2s, 1099-NEC, 1099-K, 1099-G, SSA-1099, 1099-R, investment statements, and totals for any cash-based or informal income.

Prepare dependent documents (if claiming children)

Have birth certificates, school or medical records with matching addresses, daycare statements, custody documents, or affidavits if verification becomes necessary.

If you’re self-employed, gather your business essentials

Prepare income totals (from 1099s, payment summaries, or bookkeeping reports), expense totals, receipts, mileage logs, home office details, and business documents if applicable.

Review your prior-year tax return (if available)

This helps identify credits, deductions, and carryovers. Returning clients do not need to upload this unless something has changed.

Be ready to upload everything securely

Use our secure upload system and ensure all documents are clear and readable. Scanning is preferred over photos for accuracy.

Understand your payment options

You may pay upfront or have fees deducted from your refund. A full breakdown will be provided so you can choose what works best.

Protect your refund with recommended add-ons

Identity Protection and Audit Protection significantly reduce IRS delays. These products are strongly recommended for gig workers, entrepreneurs, contractors, and business owners.

Prepare your environment for your appointment

Have your documents ready, reduce background noise, and allow at least 30 minutes of uninterrupted time for the smoothest experience.

Arrive with an open mind and clear questions

This is your time to gain clarity, reduce stress, and strengthen your long-term financial strategy. No question is too big or too small.

You are now fully prepared for your appointment. Showing up organized ensures the strongest outcome and the fastest possible return process. Your Tax Service Live professional will guide you with accuracy, compassion, and excellence every step of the way.