Tax Preparation for 2021
Are you ready for the next tax season? 2020 flew by us and is already time for the new year.
I would like to give you a few tips on how to get your paperwork ready and organized to make your life easier when is time to file your taxes. The IRS deadline for companies to send out W-2s and 1099 to their employees and contractors is January 31st, so please make sure that you received all your income reports before scheduling your appointment. You may also need to bring your mortgage statement (1098), college or student loan statements and health insurance statement (1095) if you had insurance with a subsidy of the Affordable Care Act (Obamacare).
Not bringing all the necessary documents to you tax preparation appointment can cause delays on the process and even put a hold on your refund if the documentation is missing.
We have a detailed check list to help you make sure to be prepared and make the tax preparations process as easy as possible.
Contact us and we will provide you with all the information needed.
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