SCHEDULE A TAX APPOINTMENT

• ​​You may only schedule appointments online to file tax returns for tax years 2018-2021. Scheduling an appointment for any other service may result in you not being assisted. We are not able to assist with nonresident returns or new or renewing ITINs.  If you need to file a return for an earlier year, or any other service, you will need to leave a detailed message at our office at 402-250-9781. Please do not call to schedule a regular appointment.
• You are required to participate in a health screening at the door prior to entry and wear a mask covering your nose and mouth during the entire appointment.
• The taxpayer, and spouse if filing together, must attend the appointment.  Please no children, other relatives, or friends. 
• You will need to provide photo IDs for the taxpayer and spouse, and social security cards (or ITINs) for everyone on the return.  Please ensure you have all needed documents for all years you are filing, including W2s, retirement distributions, unemployment, gambling winnings, and 1095As for Marketplace insurance. 
• Make sure you know how much stimulus and advanced child tax credit you received during the year.  They are not counted as income, but the amounts are needed to determine if you received the correct amount.
• You will participate in an interview and review of your tax forms, the typing of your return, and review of the completed return before signing.  
• Completing the Intake Sheet prior to the appointment, the Schedule C Readiness Form for self-employment or contract work, and the Schedule E Readiness Form for rental property owners is helpful.  Links to the forms are emailed with your appointment confirmation.  Please print the completed forms and bring them to your appointment. If you can't print the forms, you will be able to complete them in your appointment. 
• Providing a cell phone number and a valid email address will ensure you receive appointment reminders.

Click on the appointment button to select the appointment location, and then the appointment date and time. 

Appointments

Tax Season Locations:

• South Coalition Office, 3605 Q Street, Omaha NE, 68107
• ​Council Bluffs Public Library, 400 Willow Ave, Council Bluffs, IA 51503
• Council Bluffs Habitat for Humanity, 1228 S. Main St, Council Bluffs, IA 51503