Thank you!

Your appointment is set for our Grants Pass location: UCAN Building at 7th & Manzanita.  You will receive an email shortly confirming your appointment.

Please remember that we hold this slot for you.  If you need to cancel or change, please call 541-956-4450. Leave a message with your name, the date of the appointment you are canceling or changing, and your phone number.

Remember to bring to your appointment:

  • VERY IMPORTANT! Bring Social Security Cards or other proof of the Social Security Number for all on your return
  • VERY IMPORTANT! Bring a photo id for you and spouse, if any.
  • Copy of last year’s tax return. Don’t have?  Before your appointment, go to the IRS website and get a copy:
  • Birth dates for all members of household
  • 1095-A if insurance purchased through
  • All income documents and statements: Social Security, W2s, 1099s, pension, IRA, broker, etc.
  • Medical expenses, listed by individual: insurance premiums, doctors, dentists, nursing homes, prescription, eyeglasses, hearing aids, medical equipment (Doctors and pharmacies can provide a list). Don’t forget mileage for medical appointments
  • Charitable Donations, including mileage for volunteering.
  • Mortgage and mortgage insurance premiums
  • Real estate taxes