• APPOINTMENT PREPARATION GUIDE

    Let’s get ready for your upcoming appointment

C360

    • APPOINTMENT PREPARATION GUIDE

      Let’s get ready for your upcoming appointment

  • Personal info screenshot

    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.

    Create my checklist
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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.

  • H&R Block sole proprietor customer

    Sole proprietors

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    Includes sole proprietors, freelancers, contractors, and single member LLCs

    Common IRS forms:

    • Schedule C

    • Form 1040
  • H&R Block construction business customer

    Corporations and partnerships

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    Includes businesses with S Corp election, incorporated businesses, multi-member LLCs, and businesses with multiple owners

    Common IRS forms:

    • Schedule K-1

    • Form 1120/1120S

    • Form 1065
  • Personal info screenshot

    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.

  • H&R Block customer

    Talk with your pro

    You’ll sit down with your pro to make sure they fully understand your tax situation.

     

    Your pro may also do a business structure analysis and create a profit and loss statement.

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    Stay in touch

    If you have any additional questions after your appointment, you can message your pro on MyBlock.

  • Ask us about bookkeeping and payroll services

    During your tax appointment, we can help you figure out if our custom bookkeeping and payroll services would help you save money and make end-of-year tax filing easier.

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