The In-Person Appointment option requires a scheduled appointment. No walk-ins, please.
Go to http://www.keyfinsol.as.me to book an appointment.
Please make sure you have ALL your tax documents to avoid delays.
~ Did you have unemployment in 2021? We will need the 1099-G
~ Did you receive the Advance Child Tax Credit? You must wait until you receive Letter 6419 from the IRS before we can file your return.
~ Do you own a home? You must bring your Mortgage Interest Statement - Form 1098 with you to your appointment.
~ By the way, did you receive the 3rd stimulus payment? Please let us know the EXACT amount you received. The IRS is mailing out Letter 6475 with this information.
~ Are you missing part of your stimulus payment? Don't worry. You will receive it when we file your 2021 return.
When you arrive, text HERE to give us time to sanitize the office and we will let you know when it’s safe to come in. Please arrive on time. If you are more than 10 minutes late you will need to reschedule.
- Please sanitize your hands and wear a mask
- Only 2 people allowed at a time
Finally, please note that we can only complete ONE tax return per appointment slot.
- If you need your children(s)’ taxes prepared or another family member, please schedule an additional appointment for each one of them or you can drop off their paperwork to be completed at a later time.
- If you are dropping off papers for more than one person, please separate them so they don’t get mixed up (especially for family members with similar names, Jr and Sr, etc)
Not sure what you need? Click here for the Most Common Tax Documents checklist
Serving you efficiently while keeping you safe is our number one priority.
We look forward to being of service to you for the upcoming season and for many, many years to come!