02/16/2026
Some housekeeping 🧹
Keep in mind that preparers are dealing with nationwide identity theft issues & Identity Protection Pins are the new norm. This causes delays dealing with rejected returns & I’m working late every evening to stay caught up, so please be patient.
And if you have marketplace insurance (1095-A) PLEASE ensure you provide me with the form! It’s a question on the intake form, I often ask, & still get too many rejects every year for this form. This delays everything I do & is very avoidable. This form can be downloaded from healthcare(.)gov or your IRS account online.
It’s also helpful if you can recall where you worked in 2025, whether you had unemployment, if you took a distribution from retirement, if you sold an investment, etc… all the items that there will be tax forms for. Once a return is sent, it takes time to amend & will cost more. If you find yourself sending me additional documents after the initial drop off, you might need to wait until later in the season before submitting to me. I prefer receiving complete records in one submission.
I cannot assist with downloading digital forms from your employer (W2), marketplace insurance, bank (1098 mortgage interest), school (1098-T or E), etc.. during the peak of tax season & during an appointment is not the time to figure that out. ℹ️ information on how to download most forms will be on the worldwide web & google is free. Please have digital copies downloaded prior to appointments to ensure you have everything & it is ready to go.
I’m normally very responsive to messages, phone calls, & emails but this year has been different due to these issues. Please be aware I’m working hard & trying my best to address everyone and get their returns completed timely.
Thanks 🙏
