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: https://www.irs.gov/individuals/get-transcript
• Birth dates for all members of household
• 1095-A if insurance purchased through Healthcare.gov

• 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