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Although our focus is to serve older adults, we will prepare taxes for clients of any age.
A-#1 Option: Face-to Face services. Yes, both parties need to be present during tax preparation.
A-#2 Option: Drop-off services. No, if both parties have signed all required forms and the person dropping off documentation has a copy of both photo IDs and proof of social security to present at time of drop off.
Yes, both parties must be present to each sign the Form 8879, which offers our preparers permission to e-file on your behalf.