Service
Tax Advisory
Tax Filing Advisory.
Tax Season
Personal tax filing begins at the end of January and runs until mid-April of the following year.
What Documents Might You Need?
Depending on your employment situation and marital status:
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Every employee must receive a W-2 form from their employer as proof of income.
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If you are self-employed or an independent contractor, you may receive 1099’s from each business.
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If you obtained health insurance through the Marketplace (ACA), you will receive a 1095-A form.
Required Personal Documents
- Full Name
- Date of Birth
- Social Security Number or ITIN
- Marital Status
- Confirm if you have dependents
- Mailing Address
- Phone Number
- Email Address
- Copy of Driver’s License & SS Card
- Bank Information (for direct deposit)
"We are here to help you prepare your tax return with confidence, clarity, and compliance."
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