10/30/2025
📣 Attention Tax Clients-Happy Friday Tip!📣
To do our job and protect you properly, we need to collect the right due diligence documents, both for income and identity verification.
📄 Key Documents to Gather:
• W-2s, 1099s, and other income forms
• Mortgage interest (Form 1098), student loan interest, tuition (Form 1098-T)
• Charitable donations, childcare expenses, and medical deductions
• Birth certificates (especially for dependents)
• Social Security cards
• Driver’s licenses or state-issued IDs (for you and your spouse)
Let’s work together to keep this tax season smooth, stress-free, and fully compliant. The more prepared we are, the better we can protect you!
✅ Stay organized
✅ Stay protected
✅ Stay ahead
