File Your Taxes In Person with X-TAX

Meet one-on-one with a local tax professional at our Lansing office. Appointments can be scheduled online or by phone – walk-ins are welcome.

Step 1: Fill Out A Brief Form

Complete a short intake form online or in the office so we can prepare for your return.

Step 2: Gather Your Documents

Bring your tax documents with you, or upload them ahead of time through our secure client portal.

Bring all that apply:

  • Social Security or other taxpayer ID numbers for you, your spouse, and dependents
  • Birth dates for you, your spouse, and dependents
  • Income statements: Forms W-2, W-2G, 1099-R, etc.
  • Interest and dividends statements from banks, brokerages, etc.
  • Form 1098 from your mortgage lender
  • A copy of last year’s tax return
  • Bank routing and account numbers
  • The amount you paid for childcare and the childcare provider’s tax identification number
  • Receipts for charitable donations

Step 3: Visit Our Office

Meet with your tax preparer at our Lansing office.

Walk-ins are welcome. Appointments are recommended during peak times.

Step 4: Sign & Review Return

Review your completed return and sign before leaving, or e-sign later through the portal.

In-Person Appointment

File Your Taxes With Our
Other Options

Online

Have your taxes filed remotely by uploading your documents from your phone, computer, or tablet.

Drop Off

Just drop off your docs at our office. Come back later to pick up your completed tax return.