Tax Preparation Appointments in Allentown, PA

How your tax appointment works

  1. Tell us what you need. Identify the tax year, whether the return is personal or for a business, and major changes since your last filing.
  2. Organize your records. Bring relevant documents and note anything still missing.
  3. Review the next steps. Your preparer discusses the work required and explains the filing steps before you authorize submission.

Your tax preparation checklist

Bring identification and taxpayer information for everyone on the return, your previous return, income statements such as W-2s and 1099s, and relevant deduction or credit records. Include tax-agency correspondence related to your filing.

Your exact checklist depends on your situation. Review H&R Block’s tax document checklist before your visit.

Small-business and self-employed clients

Bring your previous business return, business identification and ownership details, income and expense records, financial reports, and information about business assets or major changes. Tell us your business structure and whether your records are complete so we can discuss the appropriate preparation scope.

If your books need attention, discuss catch-up bookkeeping and financial reports before tax preparation begins.

Request Jeffrey De Los Santos

Jeffrey is an H&R Block Master Tax Advisor who assists individuals and small businesses. Mention his name when booking. Appointments and preparer assignment depend on availability and the work required; credentials vary by preparer.

Citas en inglés y español

Atendemos a individuos, familias, trabajadores por cuenta propia y pequeños negocios. Indique el año y tipo de declaración que necesita. Llame al 610-351-0889 para programar una cita.

Use the general contact form for appointment requests and basic questions. Arrange an appropriate way to exchange tax returns and identity documents directly with our office.

Explore our Allentown tax preparation services · Contact our office