02/13/2023
Let me help ease the most stressful time of the year: tax season! Right now you should be prepping your documents, so let’s go over the 6 things we need to file for you.
✏️ Income statements – to show how much you made from your job or business.
✏️ Other income statements – for income like investments or Social Security payments.
✏️ Tax deduction records – to claim deductions like charitable donations or mortgage interest.
✏️ Expense receipts – to claim deductions like medical bills, educational expenses, or charitable donations.
✏️ Personal info – full name and SSN (or TIN) for you, your spouse, and your dependents.
✏️ A copy of your last tax return – to help us see what changes there will be this year.
Once you have these all rounded up, we’ll take it from there! If you have any questions or aren’t certain about a specific form, don’t hesitate to email or call.