Although our focus is to serve older adults, we will prepare taxes for residents of any age.
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#1 Option: Face-to Face services. Yes, both parties need to be present during tax preparation.
#2 Option: Drop-off/Virtual services. No, if both parties have signed all required forms and the person dropping off documentation has a copy of both photo IDs and proof of social security to present at time of drop off.
Yes, both parties must sign the Form 8879 in order for our preparers to e-file on your behalf. In special circumstances clients doing the Virtual Option may come in separately to sign.