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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.
FAQs
You can change your appointment here or in the MyBlock app.
Pricing is based on the complexity of your tax situation. Things that can increase complexity include filing in multiple states, having multiple income streams, or itemizing your deductions.
An appointment typically lasts 45 minutes to an hour, depending on the complexity of your tax situation. For more complex cases, the appointment may take longer, especially if you have multiple forms, deductions, or investments to review. To help streamline the process, make sure you bring all your documents and are prepared to discuss your financial details.
This will depend on your specific tax situation. We recommend you bring anything you think might be relevant to your taxes. You can also use our tax prep checklist or create your own by answering a few quick questions.
Nope! We also offer virtual options. You can work from anywhere on any device to connect with your tax pro, securely upload docs on MyBlock, and approve your tax return.
Whether you file taxes in person, online, or with our tax software, we have guarantees in place to protect you during the process. Our guarantees include 100% Accuracy Guarantee, 100% Satisfaction Guarantee, and Maximum Refund Guarantee.
Second Look is a free consultation where our tax professionals look at your returns from the last three years to find any mistakes that could lead to more money in your pocket. If we don’t find anything – we’ll back your return with our 100% Accuracy Guarantee. If we do, we can prepare an amended return for a small fee.
Yes. You can access a digital copy of your tax return in MyBlock. You also have the option to receive a paper copy upon request.
We’ll walk you through all your options to make a single payment (or multiple payments over time) to the IRS. The most common ways to pay are credit and debit cards, direct from your bank account, or check and money order.