Lucky Tax and Notary LLC.

If you're unsure whether your current withholding is on track, don't guess. The Lucky Tax and Notary team is here to help. We'll gladly take a second look at your situation and help you determine if your W-4 needs to be updated so you're on the right path before tax season arrives.

Congratulations to one of the ERO’s of our sister company (Lucky Tax Software) on achieving the highest number of funded tax returns for the 2026 tax season by April 15, 2026. This accomplishment reflects both her leadership and the collective dedication and work ethic of her entire team. Their consistent commitment to excellence and client service made this success possible. As recognition for this outstanding performance, Jessica has been awarded a 6-day cruise to Bahamas for both herself and a plus one guest. WELL DESERVED!💰💫

We’re still accepting new tax preparation clients and can help you:
✔ File your return quickly and correctly
✔ Understand any penalties or next steps
✔ Get caught up with confidence

WWW.LUCKYTAXNOTARYLLC.COM

We strive to help all taxpayers uncover every credit and deduction they’re legally entitled to so that they can either maximize their refund amount or minimize what is owed to the IRS✅

WWW.LUCKYTAXNOTARYLLC.COM

Deadline for the 2026 season is approaching and we are still accepting new clients in all 50 states📌

WE OFFER⤵️
✅ Expert Tax Advice
✅ Personalized Service With Our Professionals
✅ Hassle-Free Filing Processes

Visit www.luckytaxnotaryllc.com to get started with your filing

🚨 🚨 How To Check Your Transcript 🚨🚨

✍🏾Log On: IRS.gov
✍🏾Go to “Sign In To Your Account”
✍🏾Click on “Sign in to your online Account”
✍🏾Hit “Sign in with ID.me”
✍🏾Put In Your Username & Password In

When you get in to the online website:
✍🏾Click on “View Tax Record”(lower right)
✍🏾The “Get Transcript” (lower right)
✍🏾Select Reason: “Federal Tax” then hit GO
✍🏾Check on 2026 “Record of Account Transcript”

You should be looking for code 846 with a date next to it for the expected refund date 📌

Congratulations to Ty Carr, your name was selected as the winner of our $500 filing giveaway for January .

More importantly, we want to take a moment to sincerely thank you for trusting us with your tax needs over the years.

We truly appreciate your continued business and the opportunity to work with you it means more to us than we can say.

Refunds are already being approved, who’s next?! 💰✅

Why do our clients choose us?
✅Maximum Tax Refunds
✅Accurate Tax Filing Services
✅BBB Accredited A+ Rated Company
✅Quality Client Experience
✅A Team That YOU Can Trust

ACCEPTING CLIENTS IN ALL 50 STATES
WWW.LUCKYTAXNOTARYLLC.COM

Form W4 Walkthrough ⤵️

Step 1 – Filing Status

-Choose your status: Single / Married Filing Separately or Married Filing Jointly.
If you’d like a higher amount of taxes withheld, you can select Single/MFS even if you are married.

Do NOT select Head of Household, it can cause under withholding!

Step 2 – Multiple Jobs / Spouse Works

-Check the box in 2c if:
-You have more than one job, or
-Your spouse works, or
-You have extra income
-You tend to owe taxes at the end of the year.

Step 3 – Dependents

-Multiply the number of qualifying children under age 17 by $2,000
-Multiply the number of other dependents by ($500)
ADD Them Together

For Example: 2 kids under 17 = $4,000.
One additional dependent = $500.
Total = $4,500.

FYI: To avoid underpayment, consider putting fewer dependents here than you actually have (e.g., if you have 2, put 1). This allows more taxes to be withheld, and you’ll get any extra back at tax time.

Step 4 – Other Adjustments
-4a & 4b → put 0
-4c → Extra withholding: If you’re still ending up with a balance due after following the steps above, you can add a flat amount here to be withheld each paycheck.