11/17/2024
Where ever you decide to file...
PLEASEEEEEEEE make sure to have the following ready!!!
🗣VALID ID 18+
🗣SOCIALS FOR EVERYONE
🗣BIRTH CERTIFICATES
🗣W2S
🗣1099S ..RECEIPTS, LEDGERS, BANK STATEMENTS (AND THEY DO NOT HAVE TO ACCEPT BANK STATEMENTS BUT GREAT TO ADD FOR PROOF)
🗣 PROOF OF ALL CASH INCOME (CANCELLED CHECKS, THIRD PARTY APPS, BANK STATEMENTS, SUPPORTING DOCS INDICATING AMOUNTS & SOURCES SHOULD BE KEPT, SUCH AS CASH REGISTER RECIEPTS, DEPOSIT INFO (cash & credit sales) RECEIPT BOOKS, INVOICES!!)
🗣PROOF OF ADDRESS (LEASE & BILLS)
🗣PROOF OF FILING STATUS (LEASE & BILLS)
🗣 PROOF OF DEPENDANTS (BIRTH CERTIFICATES, MEDICAL RECORDS, SOCIALS, SCHOOL IDS, ACTUAL RECEIPTS OF YOU PROVIDING CLOTHES, SHOES, FOOD, SUPPLIES, DENTAL, MEDICAL, DAY CARE RECIEPTS ETC.)
🗣ANY AND ALL FORMS YOU GET FROM THE IRS YOU SHOULD BRING TO YOUR PREPARER.
🗣1098
🗣1098-T FORM MAKE SURE TO HAVE PROOF OF ANY EXPENSES
THE MORE PROOF YOU HAVE, THE BETTER!!!!
BE AUDIT READY!!!