If you are a New Customer we need a copy of last years tax returns filed
Common Items to bring for your appointment:
Identification and social security cards for all taxpayers and dependents
For Income:
W2's for all Employers
1099-NEC/1099-K/Records for Self-Employment
1099-R for Retirement Income
1099-SSA for Social Security
1099-INT / 1099-DIV for Interest & Dividends statements
1099-B for Stocks Sold (only sent if Stocks sold)
1095-A if you have Marketplace Insurance Only
For Deductions:
1098 for Mortgage Interest & Property Taxes paid
1098-E for Student Loan Interest paid
1098-T for Tuition Paid (Found on Attendees account)
K-12 grade registration fees (Sports Fees not deductible)
Charitable donation receipts
Child Care statement of amounts paid that include EIN# (Employer Identification Number)
To Finalize:
Bank Routing and Account # for Payment/Refund
Estimated Tax Payments if any made
To claim this deduction the amount needs to be listed on your W2. For 2025 if not listed on your W2 you must bring a copy of one of the following: Last paycheck stub received in 2025, Employer Provided statement, Tip Log or Form 4137. If you file Married Filing Separate (MFS) you do not qualify for this deduction. Note: No tax on overtime only allowed on your federal tax return, all income is still taxable to your state if a state tax return is required.
Deduction is available up to $6,000 ($12,000 if married and both over 65) and available whether you itemize or take the standard deduction. You must be 65+ by 12/31/2025, have a valid social security number and not exceed income limits. No additional information is needed for the preparer to apply this deduction to your tax return.
The deduction is up to $10,000 per year in car-loan interest for years 2025-2028. This is only for new personal vehicles assembled in the U.S., loans must have originated after Jan 1, 2025 to qualify. If your income exceeds $100,000 for Single / $200,000 for MFJ the deductions begins to phase out. If you file Married Filing Separate (MFS) you do not qualify for this deduction. To see if your vehicle qualifies please check: Welcome to VIN Decoding :: provided by vPIC.
To take this deduction you will need to provide the Purchase Contract, Vehicle Registration, and Window Sticker (proof final assembly in the U.S.) when having your taxes prepared.
Please go to the tab "Refunds/Payments" and click on "IRS Refund Status" the link will direct you to the IRS page to check the status of your refund. You will need your SSN, amount of refund and filing status. Refunds can take up to 21 business days to process.
You will need to create and account and login, once logged in you will see amounts and records. Only you can create this account. Please use this link to create or login to an account: Online account for individuals | Internal Revenue Service
Can I still claim my child ages 16-23 if they are working? You can continue to claim your child as a dependent if they are still a
full-time student in high school or college, no matter the amount of money they make.
If you can't pay off the entire balance we encourage you to pay as much as you possibly can, then apply for a payment plan through the IRS online at:
https://www.irs.gov/payments/online-payment-agreement-application (The IRS compounds interest daily)
List Single if Single or Married and both partners are employed.
Married filing jointy if only 1 spouse is employed. Head of Household if you provide a household for a dependent you are claiming. Dependents age 0-16 are worth $2,000, age 17 and above are worth $500.
**If you have more than 1 employer in the fiscal year you need to use the IRS calculator and list the amount calculated under Extra Withholding. Tax Withholding Estimator | Internal Revenue Service
If you have an IP Pin you will receive a new pin each year in the mail. If you don't receive it you can request a new one online. We cannot file your return electronically if you were issued an IP PIN and don't have it at the time of filing. Get an identity protection PIN | Internal Revenue Service