Spivey's Tax & Financial Services, Inc.

Happy New Year! May this year bring you all happiness & good fortune. We look forward to seeing y’all soon! ✅

We make it our mission to provide our clients with the best tax solution to their tax problems. The goal is to also legally utilize the tax code to give our clients
the largest refund possible.

🚨 Advances starting January 2nd 💰

To the Truck Drivers out There…

If you're an employee of a trucking company and receive a W-2 at the end of the year, unfortunately, none of your job-related expenses are tax-deductible.
If you're a self-employed driver, on the other hand, you can deduct expenses related to your work.
As an owner/operator, you should receive a 1099-NEC at year-end from any customer that paid you more than $600 during the year. You'll use those 1099s, plus your own records of income and expenses, to report your trucking income and expenses on Schedule C. You may also need to complete Schedule
SE to report self-employment taxes. You'll file both of these forms along with your Form 1040 tax return.

#1099

Welcome Aboard Raquel & Christen 🎉

𝟏𝟎 𝐓𝐚𝐱 𝐓𝐈𝐏S

✅START EARLY TO AVOID DELAYS
✅FILE AN ACCURATE RETURN
✅PLAN FOR AN EXTENSION NOW IF YOU NEED ONE
✅MAX-OUT YOUR HEALTH SAVINGS ACCOUNT
✅DON'T MISS OUT ON CHARITY DEDUCTIONS
✅DON'T FORGET UNEMPLOYMENT BENEFITS
✅REPORT PROFIT ON INVESTMENTS
✅COUNT GIG WORK AS INCOME
✅CLAIM CHILD TAX CREDITS
✅E-FILE FOR THE FASTEST REFUND

Educated, Certified, Knowledgeable, Efficient, Reliable, Trustworthy, & Beautiful… what a combination! Time to allow Spivey’s Tax & Financial Services to take you on a journey to financial freedom.

•Join Our Team
•Become your Own Boss (Tax Software Available)
•Training Available
•Become a 50k - 6 Figure Earner or more

Tax Education & Preparation

The Spivey's Tax & Financial Services, Inc. Team is well prepared to service you! Tax Education & Knowledge is our top priority.