Hey, Tax season is coming up and it's time to get your ish in order. If you have not gotten your documents together, now is the time to do so. Not having all your correct documents results in a delay in processing your return. That means, your bag is not secured, and your return is on hold.
Before you come in trying to file your taxes make sure you have the following MANDATORY documents:
SSN cards you, your spouse, and dependents
Form 1098, Mortgage Interest Expense
Banking Account information
Last year’s tax return
Retirement Contributions (IRA/401k)
1095 Health plan forms
Student Loan Interest Statement
Form 1098 T, Education costs
Ensure you have these documents when you come to file your taxes.
If you have all your documents in order and are ready to file, click the scheduling link to schedule your appointment now:
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