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DROP-OFF TAX PREPARATION PRORAM

We currently have two DROP-OFF locations:

Sun City Hilton Head, Okatie (for Sun City residents only)

Deep Well Project, Hilton Head Island

For clients not comfortable or not technologically equipped for our virtual tax preparation program, we now offer a DROP-OFF alternative.   You can drop-off your documents and we will prepare and review your return and return your documents to you with a copy of your electronically-filed tax return.  We will talk with you by telephone during the preparation and review process.

We may be able to add additional drop-off locations in the future, so keep checking our website for more information.

Step 1: Make sure you qualify

Do you qualify to use our virtual and drop-off services? Click here to determine your eligibility.

Step 2: Contact Drop-Off Center

Contact the Drop-Off coordinator listed below for the drop-off center you will be using.

Step 3: Drop off documents

Drop-off your documents.  A Certified IRS Volunteer will telephone you to discuss your tax return during preparation.

Step 4: Review, sign and finalize

Review and sign either electronically or in person.  Your documents will be returned to you by mail or in person.

Contact a Drop-Off Tax Preparation Location:

Deep Well Project - Hilton Head Island

Contact Rita J. at 843-785-2849.

Sun City Hilton Head - (Sun City residents only at this time)

Contact Tim D. at 912-507-8765 or tjdcsi@gmail.com.

Documents to gather for tax preparation:

You should have Form 1099s for all of these:

  • Interest income
  • Dividend income
  • Sales of stocks or bonds
  • Sales of home
  • Unemployment compensation
  • Gambling or lottery winnings

You may need to summarize:

  • Itemized deductions such as mortgage interest real estate taxes – medical expenses – charitable contributions?
  • Student loan interest?
  • Are you a teacher or educator?
  • Educational expenses? (Also may need Form 1098T)

Other items with special forms you might need:

  • Health Savings Account
  • Health insurance through the Marketplace
  • Educational expenses for credit
  • Identity theft protection number (IPIN)