We're here to help.



reminders for 2025 tax year



DON'T FORGET THESE ITEMS:





COLLEGE



IF YOU, YOUR SPOUSE OR DEPENDENT WERE IN COLLEGE DON'T FORGET THE 1098-T, ALONG WITH BILLING FROM COLLEGE TO SHOW PAYMENTS. ALSO ANY ADDITIONAL AMOUNTS PAID FOR EQUIPMENT/BOOKS/SUPPLIES.




DEPENDENTS



IF YOU HAVE ANY DEPENDENTS, WE NEED PROOF OF RESIDENCY FOR EACH ONE ON YOUR RETURN. MUST BE DATED FOR 2024 CALENDAR YEAR AND INCLUDE YOUR NAME, ADDRESS AND YOUR DEPENDENTS NAME.

THIS COULD BE:

  • SCHOOL RECORDS​
  • MEDICAL RECORDS
  • STATEMENT FROM CHURCH


HEALTH INSURANCE



IF YOU HAVE PURCHASED HEALTH INSURANCE ON THE MARKETPLACE, WE NEED THE 1095-A AS THE INFORMATION IS REQUIRED TO BE ENTERED ON YOUR RETURN. ​



SOLD/TRADED DIGITAL ASSETS



IF YOU HAVE SOLD/TRADED ANY DIGITAL ASSET, WE WILL NEED THE STATEMENTS FROM YOUR FINANCIAL INSTITUTION AS THEY ARE REPORTABLE.



ESTIMATED PAYMENTS



DID YOU MAKE ESTIMATED QUARTERLY PAYMENTS IN 2024 ​? DON'T FORGET TO PROVIDE DATE(S) PAID AND AMOUNT.



REFUND AND PAYMENT OPTIONS



YOU CAN CHOOSE HOW YOU SECURE YOUR REFUND (IF APPLICABLE)

  • DIRECT DEPOSIT (MOST COMMON) JUST PROVIDE US WITH YOUR BANKING INFORMATION (BANK NAME, CHECKING/SAVING, ROUTING #, ACCOUNT #)
  • CHECK- IRS OR STATE (IF APPLICABLE) WILL MAIL TO YOU

IF YOU OWE IRS OR STATE, YOU HAVE OPTIONS TO MAKE PAYMENT

  • DIRECT DEBIT- ALLOWS AGENCY TO DEBIT THE AMOUNT FROM YOUR ACCOUNT ON A SPECIFIC DATE YOU PICK
  • MAIL IN A CHECK/ MONEY ORDER WITH A VOUCHER WE GIVE YOU.
  • PAY ONLINE



REMINDER:



WHEN FILING A MARRIED FILING JOINT RETURN, BOTH SPOUSES MUST SIGN THE FORM TO ALLOW US TO E-FILE.


SHOULD YOU NEED A COPY OF YOUR RETURN EMAILED, WE WILL ONLY EMAIL IT TO YOU OR YOUR SPOUSE. IF YOU NEED IT EMAILED TO A THIRD PARTY, WE REQUIRE A SIGNED RELEASE ON FILE PRIOR TO RELEASING ANY INFORMATION.


AS YOU CAN IMAGINE, PROTECTING YOUR PRIVACY IS VERY IMPORTANT TO US, SO WE HOPE YOU'LL UNDERSTAND!



Your Subtitle Here