Tax and Mortgage by LaQuitta

Yes, there’s still legal tax saving moves that can be made.

DM me “TAXES” to get started with filing.

I do more than file your taxes, I help structure your finances so you can legally pay less.

LaQuitta Gilbert
Tax Accountant

Homeownership isn’t just about having a place to hang your hat; it’s one of the most powerful financial moves you can make. When you pair homeownership with smart tax planning, you’re not just buying a house…

You’re buying into financial independence. 💰

👉 Comment HOME or send me a DM that says “TAXES”, so we can tax plan and get you ready to purchase a home.

These are the steps to Wealth Building.

LaQuitta Gilbert | NMLS 2736292
The Gilbert Growth Experience
Tax Accountant
Mortgage Loan Strategist

www.calendly.com/iamlaquitta

* Fast Approvals
* Clear Communication
* On Time Closing

📲 Let’s schedule your Free Homebuyer Strategy Session.

Missing income is one of the biggest triggers for audits.

Make sure you gather all your 2025 financial documents before you file.

By now you should have received all you tax filing forms, if you’re missing a W2 or 1099, do this:

- Use Form 4852 (Substitute for Form W-2/1099-R) fill out Form 4852 using your final paystub to estimate income and tax withholding.

- Get an IRS Transcript: You may be able to obtain the information via a Wage and Income Transcript from the IRS.

- File an Extension: Use Form 4868 to request more time, which allows you to wait for the documents while avoiding a failure-to-file penalty

If you’re ready to file, DM me “TAXES” and I’ll send you the link to get started.

LaQuitta Gilbert
Tax Accountant
MLO

Wait! Before you file, you should understand what you’re filing.

DM me “TAXES” and I’ll send you the secure link to get started with filing.

To know where you’re going, know where you came from.

If you need to file your taxes, DM me for the link to get started.

New keys, new tax benefits! 🔑✨ Did you know that property taxes and mortgage interest are often deductible?

Don’t leave money on the table, let’s plan your home purchase with your tax accountant by your side.

These are the steps to Wealth Building.

LaQuitta Gilbert | NMLS 2736292
The Gilbert Growth Experience
Tax Accountant
Mortgage Loan Strategist

www.calendly.com/iamlaquitta

Are you ready to file your taxes? Before you hit submit, make sure you're receiving as many tax credits and deductions as possible...

You still have time, depending on your situation, these last-minute strategies may apply to you:

- Retirement contributions
- Health-related deductions
- Education-related tax credits

Filing your taxes should be strategic...

You want to make sure you're getting back what you worked for.

Before you hit “file”, here are 5 smart things to do first (whether you’re W-2, self-employed, or both).

1. Gather all your income (not just the obvious stuff). Missing income is one of the biggest reasons people get IRS letters later.
2. Organize your expenses & deductions. If you’re self-employed, this step is huge.
3. Check your life changes from last year. These change credits, deductions, and filing status.
4. Review last year’s return. This helps avoid repeating mistakes and improves strategy.
5. Decide if you need strategy, not just filing. This is where professionals really earn their value.

Comment "FILE" or DM me to get assistance with your tax preparation needs and schedule free quarterly tax planning services to ensure your ahead of the game for next year.

February is the calm before the storm, allowing you to organize, verify, and strategize rather than scramble.

Make sure you're presenting the correct income and expense numbers to avoid delays, over or under paying and most importantly audits.

DM me “FILE” and I’ll assist you with your tax filings for this year and or any previous years you need assistance.