WHAT TO BRING - What you need to know

WE PROVIDE QUALITY SERVICES FOR YOU

All appointments will be conducted in-person. If you need to request a virtual appointment, please send us a message AFTER booking your appointment. Please upload all required digital documents below before your appointment time.

Step One: Determine your filing status.

Please note that F-1/J-1 visa students are treated as resident-aliens for tax purposes in their 6th year in the U.S. and they should also be present in the U.S. for more than 183 days in this tax year. (e.g. if you came to the US in 2019, you will be treated as a resident alien for this year, which is tax year 2024). J-1 visa scholars/trainees are treated as resident aliens in their 3rd year in the U.S. If you are uncertain as to whether you are a resident or nonresident, please contact us at terptax@gmail.com or mslc@rhsmith.umd.edu to confirm your residency status.

Step Two: Click the button below that fits your status and follow instructions as to how to upload them.

Step Three: Schedule your appointment. Please make sure to create an account after you have scheduled your appointment day and time. This will allow you to log back in should you need to upload additional documents and/or make changes to your appointment. We have provided a “How To” video for you below.

We recommend all clients file their taxes early. See here for the benefits of early filing.

Before You Schedule!

Please Watch the Following Video.