02/13/2026
If youโre filing this year, I NEED to know EVERYTHING. Not half. Not pieces. EVERYTHING.
Hereโs what you MUST tell your tax preparer:
๐ All income (W2, 1099, cash, side hustle, self-employed, unemployment, etc.)
๐ Marketplace insurance (1095-A)
๐ Stimulus discrepancies
๐ Childcare expenses
๐ Dependents (and if someone else may claim them ๐)
๐ Any IRS letters you received
๐ Identity verification notices
๐ Bank account changes
๐ Last yearโs AGI
๐ If you moved, got married, separated, or divorced
๐ If you owe back taxes
๐ If you had a baby in 2025
NOT telling your tax professional something can:
โ Delay your refund
โ Trigger IRS letters
โ Cause audits
โ Freeze credits
โ Get your refund reduced
Transparency = Protection.
Iโm here to protect you, maximize you legally, and keep you informed โ but I can only work with what you give me