Individual & family returns
Discuss your income, dependents, and tax documents so you know what to provide for your personal return.
Start your intake ↗
Goodwill Tax Service
Your taxes.
Your taxes.
Your goals.
A fresh start.
Take the next step with confidence. Start your client intake and schedule time to discuss your tax preparation needs.
New and returning clients can get started online.
Let’s talk taxes
Real life.
Real life.
Real tax questions.
A new job, a growing family, or income from working for yourself can change what you need to prepare. Tell us about your situation so we can discuss the right next steps.
Income from working for yourself
Have freelance work, gig income, or a small business? Bring your income and expense records to discuss your filing needs.
Discuss your situation ↗A change in your circumstances
Moved, married, added a dependent, or have questions about a prior year? Book an appointment to review what comes next.
Book a conversation ↗
Three simple steps
From getting started
01
02
03
From getting started
to moving forward.
Tell us about you
Click the Client Intake button to complete your details and tax information. Follow the form’s instructions for requested documents.
Choose your appointment
Click Book an Appointment to select an available time. Follow your booking confirmation for appointment details.
Review your next steps
Meet with us to discuss your documents, questions, and preparation needs before moving ahead.
Come prepared
A little preparation.
A little preparation.
A smoother appointment.
Gather the documents that apply to your situation before your appointment.
Additional documents may be requested based on your circumstances. Use the client intake form and follow its document instructions.
- Identification & household information Photo ID and tax identification information for everyone included on the return.
- Income documents Wage statements, income forms, and records of other income.
- Business records, if applicable Income summaries, expense records, and supporting receipts.
- Relevant supporting documents Education, childcare, health coverage, and other records that apply to your situation.
- Previous return & notices A copy of your prior return and any tax notices you want to discuss.
Your next step starts here
Let’s get you started.
Complete your intake, book an appointment, or send us a question.
Tell us about your tax needs
Share your information and tax situation through our client intake form.
Client Intake ↗Schedule your appointment
Choose an available time to discuss your documents, questions, and preparation needs.
Book an Appointment ↗Have a question?
Use our contact form to ask about getting started or discuss your next step.
Contact Us ↗
Before you get started
Good questions.
Good questions.
Clear next steps.
Have a question about your specific situation? Contact us or book time to talk.
Contact Us ↗How do I become a client?
Click the Client Intake button to complete your information, then choose an appointment time. Follow any instructions in your booking confirmation.
What if I am missing a document?
Let us know during your appointment. We can discuss which documents are still needed before your return can be completed.
Can I book from my phone?
Yes. Click any Book an Appointment button to open the calendar and select an available appointment.
How much will my tax preparation cost?
Ask for pricing during your appointment. Your preparation needs and the complexity of your return help determine the applicable fee.
Where should I provide my personal information?
Click the Client Intake button and follow the form’s instructions. If you are unsure how to share a document, ask us during your appointment.
Let’s connect
Your questions matter.
Need help getting started? Send us a message through our contact form so we can discuss your next step.
Contact Goodwill Tax Service
Click below to open our contact form and share your question. Use the client intake form for personal tax information.
Contact Us ↗A fresh start begins with one step.
Let’s make your next tax appointment happen.