02/04/2025
📢 Getting Your Taxes Done? Don’t Forget These Documents! 📢
Tax season is here! To make filing smooth and stress-free, bring these essential documents:
📌 Personal Information:
✅ Social Security numbers (for you, spouse, and dependents)
✅ Valid photo ID
📌 Income Documents:
✅ W-2 forms (from employers)
✅ 1099 forms (for freelance, contract, or investment income)
✅ Business income records (if self-employed)
📌 Deductions & Credits:
✅ Mortgage interest & property tax statements
✅ Education expenses (1098-T)
✅ Childcare expenses & provider info
✅ Medical expenses (if itemizing)
✅ Charitable donation receipts
📌 Other Important Documents:
✅ Last year’s tax return
✅ Bank account info for direct deposit
✅ Any IRS letters (such as stimulus or advanced child tax credit notices)
✅ Proof of medical insurance for everyone in your household
Having everything ready can help you get the best refund possible! Need help? Drop a question below or give us a call to schedule your appointment.
