12/21/2023
Be prepared for Tax Time let’s get STARTED NOW‼️
All New and Existing Clients. Be sure that you have the following documents ready for this upcoming tax season:
🥂Unexpired ID- You CAN NOT file your taxes with an expired Id.
🥂Copy of your Original social security card? Yes, if you’re already my client, this is not necessary but always good practice.
🥂If you are filling dependents be sure to have proof of dependence, such as school records. In order to claim a dependent that dependent must be in your care for at least 6 months out of the year.
🥂 for thoes of you who want direct deposit make sure you have your routing and account number ready when it’s time for you to file.
🥂W-2 Employees, I can not stress this enough… wait for your W-2 in the mail or request it online if that’s available to you at your place of employment.
If you are a returning client with the same job as last year quotes are available to you in December. Please have your last check stub provided for year 2023.
🥂Self-Employed
-Ein number, if applicable
-DBA
-Receipt Book or Expense sheet
Feel free to reach out if you have any questions about the following 🥂