Appointment preparation guide
Let's get ready for your upcoming appointment
A little preparation makes your appointment faster and your return more accurate. Here's what to do.
Three steps before you arrive
1
Step 1
Collect your personal info
Photo ID, Social Security or ITIN numbers and dates of birth for everyone on the return.
2
Step 2
Gather your docs
W-2s, 1099s, deduction records and last year's return. Use the checklist so nothing is missed.
3
Step 3
Upload your docs to My NTB
Upload ahead of time and your pro can start before you arrive.
What to expect
60-minute appointment
Most appointments take about an hour; complex returns may take longer.
Talking with your pro
They'll ask about life changes, income and expenses — bring your questions too.
Staying in touch
Message your pro from your account any time after your appointment.
FAQs
How can I change my appointment?
Sign in to My NTB and reschedule or cancel from the Appointments page.
How is price calculated?
By the forms and schedules your situation needs. You see the price before any work begins.
Will I receive a copy of my tax return?
Yes — a copy is stored in your My NTB account.
Ready to book?
Pick a time that works for you.