Prepare for your consultation
Start your tax preparation with a conversation.
Tell Victory Tax Group which service you need. Our office will explain the next steps and confirm how to share your records securely.
Gather your records before your appointment.
Depending on your situation, the office may request:
- Your prior-year tax return and any filing notices you want reviewed.
- Income forms and records for employment, self-employment, or your business.
- Relevant expense records, receipts, and supporting documents.
- Questions about changes in your household, work, or business.
Keep private information out of public forms.
Secure online tax intake is not connected to this website yet. Do not enter Social Security numbers, birth dates, dependent details, bank information, or tax documents into the consultation form, and do not send them by ordinary email.
Contact the office for a verified secure document-sharing method before sending records. The public consultation form collects contact details and a general service selection only.