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Schedule Your Appointment
Ready to get your taxes done right? Follow the steps below to prepare for your appointment and complete our intake form. We'll get back to you promptly to confirm your appointment time.
How It Works
Review Checklist
Go through our checklist below to gather all necessary documents
Complete Intake Form
Fill out our intake form with your information and preferred times
Get Confirmation
We'll contact you to confirm your appointment date and time
Pre-Appointment Checklist
Before scheduling, make sure you have the following ready. Check off each item as you gather your documents:
Everyone Needs
- Government-issued photo ID
- Social Security card or ITIN for yourself and dependents
- Last year's tax return (if available)
- Bank account info for direct deposit (routing & account number)
W2 Employees
- All W2 forms from employers
- 1099-G (unemployment income, if applicable)
Self-Employed / 1099 Contractors
- All 1099 forms (1099-NEC, 1099-MISC, 1099-K)
- Business income records
- Business expense receipts and records
- Mileage log (if you drive for work)
- Home office measurements (if applicable)
If Applicable
- Childcare provider info and expenses
- 1098-T (tuition statement)
- 1098 (mortgage interest)
- Property tax statements
- 1099-B, 1099-INT, 1099-DIV (investments)
- Rental property income and expenses
- IRS notices or letters
- Health insurance forms (1095-A, B, or C)
📅 Appointment Details
Hours
10:00 AM – 5:00 PM Daily
Service Area
Nationwide (All 50 States)
Typical Appointment Length
15-30 min (W2) | 30-60+ min (Business)
Turnaround
Same-day when documents are ready
Ready to Schedule?
Once you've gathered your documents, complete our intake form and we'll contact you to confirm your appointment.
Complete Intake Form →Questions? Call us at (323) 779-6237 or email jlamb@lambincometax.com