Existing clients

Client Center

Book or change an appointment, send us requests and see what to bring — all in one place.

Book or manage an appointment

Book a new time online. To reschedule or cancel, call us and we'll sort it out.

Bring originals to the office, or ask us for the safest way to send them. Never email Social Security cards or full account numbers.

Send us a request

A request is not a change. Policy changes and certificates take effect only after the insurance company processes them and we confirm with you.

Add a driver or vehicle, change an address or coverage.

Renewal coming up? We'll compare your options before it renews.

Proof of insurance for a client, landlord or lender.

Fix a return we filed, or respond to an IRS or state letter.

New insurance or another question.

Checklist

Photo ID for you (and your spouse, if filing jointly)
Social Security cards or ITINs for everyone on the return — bring them, don't email them
W-2s, 1099s (NEC, MISC, INT, DIV, B, R, G), SSA-1099 and K-1s
Form 1095-A if you had Marketplace (ObamaCare) coverage
Mortgage interest (1098), property tax, student loan interest (1098-E), tuition (1098-T)
Childcare costs with the provider's tax ID, and charitable receipts
Last year's tax return, and any IRS or state letters
Bank account and routing number for your refund

Checklist