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Tax Season Approaching - 1

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:

  • Government-issued ID

  • SSN cards you, your spouse, and dependents

  • W2 Form

  • 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:

Want to schedule an appointment for assistance,

Click here:

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