Truth Taxes

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Let's get your family properly protected TODAY!!! Do not, I repeat DO NOT go another day “UNPROTECTED” 😔

Daniel Guillory
Agent
(726) 348-2140

During tax season, clients need to have the following documents ready:

• Personal information (Social Security numbers, birthdates, etc.)
• Income statements (W-2s, 1099s, etc.)
• Tax deduction documents (receipts for charitable donations, medical expenses, etc.)
• Previous year's tax return
• Bank account info for direct deposit

Having these documents handy helps tax professionals accurately prepare tax returns and ensure clients receive their refunds or pay the correct amount owed.

😅Am I single or head of household❓️


Filing as Head of Household can mean tax savings. Wondering if you qualify? Here's a quick guide:

Key 🔑 Tips that will help you know if you qualify for head of household 👇🏾

🌟Dependents
➡️ You must have a qualifying person as a dependent.

🌟Residency
➡️ Your home should be the main living space for you and your dependents.

🌟Financial Support
➡️ You should contribute more than half of the household's financial support.

🌟Marital Status
➡️ Generally, you must be unmarried or considered unmarried on the last day of the year.

This is just a basic understanding, of course if you need more help 📅schedule with us🤗
All appointments are hassle free and virtual.❤️🥰

🚨2024 — here’s some news you can use 🗞️‼️

The maximum credit amounts:
❗️No qualifying children: $600
❗️1 qualifying child: $3,995
❗️2 qualifying children: $6,604
❗️3 or more qualifying children: $7,430

Remember that these amounts depend on your income, filing status, the number of children, etc. It does not guarantee your exact refund amount, everyone's situation is Different!