01/18/2024
Ready or not — it’s January 18, which means it's time to set those tax season gears in motion! 📆💰
We'll need a few things from you before we can work our tax return magic, so keep an eye out for these essential documents in your mailbox or inbox over the next few weeks:
✉️ W-2s and 1099s for all your hard-earned income.
🏡 Mortgage interest statements (Form 1098) if it applies to you.
🧾 Receipts for deductible expenses, like medical bills, charitable donations, and business expenses.
📝 Records of significant life events like marriage, divorce, or new dependents.
Remember the deadline to file your federal income tax return is Monday, April 15, 2024. To dodge last-minute stress, let’s get started as early as possible so we can maximize your deductions and get you all the credits you deserve.
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