01/05/2025
Hey Hey Hey Good Ppl TAX TIP of the day:
What to bring to your appointment or what to send:
Current ID
SS cards for you and any dependents
Date of birth for all dependents and relationship to you
Identity Theft PIN number/IP Pin
Any and All W-2's and 1099's
College form 1098T
Healthcare forms 1095 A, B, or C
Proof of Head of Household if you're claiming dependents like a lease, utility bill, property tax or mortgage statement, rent receipts
Proof of Residency for your dependents like school or medical records, healthcare forms, lease, childcare provider statement, DHS statement, etc.
If you paid for childcare, the provider's name or business name, Social Security number or EIN, and address
If you're self-employed, proof of income and expenses. Ex. receipts, invoices, spreadsheets or even hand written notes
If you don't have any notes we can help you reconstruct your income and expenses
Anything that says Important Tax Document
Any paperwork you feel is relevant
If you're a new client, a copy of 2023 and 2022 tax returns
Amount of rent paid, and paid to or property tax statements
Routing and account number for direct deposit
Tax preparation is a process and to be thorough takes time. We need all items listed for accuracy and for our files in the event we are audited.
We're open daily to handle your income tax needs.
313-728-3294