Tax Appointment Checklist

What items do I need to file my taxes? Make sure you bring:

Whether you choose to have us prepare your tax return remotely with a Peoples Tax Virtual Tax Pro℠, or you meet with a Peoples Tax Professionals live in one of our RVA tax offices, here is a detailed list of items that will be important when we complete your tax return.

Call (804) 204-1040 today to schedule an appointment or just stop by one of our convenient locations.

Printable Version

Please Note: For virtual tax clients, we can accept a scan or image of these items

Personal Information

Dependent(s) Information

Income Sources


2 Richmond Locations

West End

Corporate Office/The Forum Office Park

10120 W. Broad St., Suite C
Glen Allen, VA 23060

South of the River

Commonwealth Centre

4521 Commonwealth Centre Parkway
Midlothian, VA 23112

More information and Hours