Personal Information

• Full legal name

• Social Security Number (SSN) or Taxpayer Identification Number (ITIN)

• Date of birth

• Government-issued photo ID

• Birth Certificate for claimed dependents and additional support if claiming Earned Income Credit (EIC)

• Bank account and routing numbers (for direct deposit or payment)

Prior-Year Tax Return (new customers)

• A copy of your most recent tax return helps ensure accuracy and consistency, especially for carryovers and identification details. Preferred for new customer onboarding

Life Changes to Report (returning customers)

• Please inform us if you experienced any major changes during the year, such as:

• Marriage or divorce

• Birth or adoption of a child

• New employment or job change

• Home purchase or sale

• Starting or closing a business

Tax Documents

• Provide all documents showing income received during the tax year, such as:

• W-2 forms (employment income)

• Form 1099 (independent contractor, interest, dividends, or other income)

• Student loan interest statements

• Social Security tax forms

• E-filing PIN (if applicable)

Expense & Deduction Records

• Depending on your situation, you may need:

• Receipts or records for business expenses

• Education expenses and tuition statements

• Medical expenses (if applicable)

• Charitable donation receipts

• Mortgage interest and property tax statements

• Childcare or dependent care expenses

Business or Self-Employment Information (if applicable)

• Income and expense summaries

• Mileage logs

• Business asset purchases

• Home office information

You can start preparing your taxes as soon as you receive all required income documents, such as W-2s or 1099s. IRS e-filing will open at the end of January. You will have until April 15th to complete your personal income tax return. Getting started early helps avoid delays and allows time to address questions or missing information.

Filing requirements depend on your income level, filing status, and age. Even if you’re not required to file, doing so may allow you to claim a refund or certain credits.

Yes. We work with self-employed individuals, freelancers, and small businesses to handle tax preparation, planning, and compliance throughout the year.

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If an error was made, we can review your prior return and help correct it through an amended filing, if necessary.

The timeline depends on the complexity of your tax situation and how quickly documents are provided. Most individual returns are completed within a few days once all information is received.

Yes. If you receive a notice or letter, we can review it, explain what it means, and help determine the appropriate next steps.

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Refunds are typically issued by direct deposit or check. Direct deposit is usually the fastest option.

Absolutely. We take client privacy seriously and follow strict confidentiality and data security practices.