Walk In/Drop Off
*note: Arrangements can be made in advance for you to drop off your taxes at the beginning of a pairing/trip and have your taxes prepared by the end of said pairing/trip. More time may be necessary for more complicated tax filings.
For clients who live in the Houston area, office visits for consultation and drop off are available.
In office face to face appointment with preparer. (If in Houston, this is the fastest way to get your taxes done.)
- Gather your tax documents (W2’s, 1099’s, 1098’s, etc.)
- Print either the Tax Organizer long form or the General Information short form from the Printable forms link of this website and complete. DO NOT print both (see recommendations for which form to use below). In most cases it will be the Tax Organizer. The Per-diem Calculation worksheet can be substituted with documents in step 4.
- Copy or print your last pay stub of the year. Make sure it shows your Year To Date (YTD) totals for non-taxable per-diem and union dues, if applicable.
- Print your company end of month report showing the cities or city codes of you layovers and the duration of rotations/pairings/trips. Make any notes of when and where any company / FAA training took place. Try to keep this paperwork to a minimum. Use the per-diem calculation worksheet in lieu of these items. (ie: UAL/CAL - trip reports can be found at Flying Together, ExpressJet, myschedplus, Flight Services.
Please have these items ready when you come in for your appointment.
If you are a prior year client, we ask that you please still complete a Tax Organizer so that our client information is current and accurate. This organizer is also our primary means of maximizing expense deductions and tax credits.