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STEP 1
Collect your personal info
You’ll need the following for you, your spouse, and any dependents:
Date of birth, drivers license, SSN or tax ID, and financial account info to receive a refund or pay a balance.
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STEP 2
Gather your docs
Answer a few questions to create a customized checklist based on your tax situation.
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STEP 3
Upload your docs to MyBlock
This gives your tax pro time to review your documents so that you can save time during your appointment.
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60-min appointment
Your appointment time may vary based on how simple or complex your taxes are.
The length of your appointment may also be affected if you are missing documents.
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Talking with your pro
You’ll sit down with your pro to make sure they fully understand your tax situation.
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Staying in touch
If you have any additional questions after your appointment, you can message your pro on MyBlock.
Don’t have a tax
appointment yet?
Work with a tax pro virtually or in person.
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