If your current address is different from the address your ID please let me know!

• W-2 Forms: From all employers, you (and your spouse, if filing a joint return) worked for during the 2022 tax year.

• 1099-NEC Forms: If you (or your spouse. if any) completed contract work and earned more than $600. Non-employee compensation. 

• Business income: Accounting records for business that you own. Business Taxes require an appointment. If I am already working on your Personal Taxes we can work on Personal and Business Taxes simultaneously.   

• 1099-G: Anyone who was paid Unemployment Compensation and/or State Refunds (If any). 

• *1099-K: If you received third party payments in tax year 2022 for goods and services that exceeded $600. (Example of third party: PayPal, CashApp, Zelle.) 

• Rental Property Income 

• SSA-1099: Social Security benefits 

• IP PIN:  IRS Notice CP01A – Unless The IRS Assigned You an Identity Protection Personal Identification Number (IP PIN), you will not have an IP PIN. The IRS IP PIN is a 6-digit number assigned to eligible taxpayers to help prevent the misuse of their Social Security number on fraudulent federal income tax returns. A new IP PIN will be generated each year. This arrives from the IRS as a paper letter.

• Miscellaneous income: including jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts.

Third Party Platform Payments - Under the guidance TPSOs ( third-party settlement organizations) also known as payment apps and online marketplaces, regarding transactions during calendar years 2024 and 2025 will be required to report transactions when the amount of total payments is more than $5,000 in 2024; more than $2,500 in 2025; and more than $600 in calendar year 2026 and after. All third-party payment apps where freelancers and business owners receive income are required to begin reporting transactions involving you to the IRS in 2024.
Taxpayers who received more than $5,000 in payments for goods and services through an online marketplace or payment app in 2024 should expect to receive a Form 1099-K in January 2025. A copy of this form will also be sent to the IRS.

Ride Share and Delivery Drivers - Your earnings will be reported on two or three other forms: 1099-NEC, 1099-MISC, and 1099-K. 

• 1095 Forms: "1095-A Health Insurance Marketplace Statement" (If you obtained Healthcare through Healthcare.gov you should receive a 1095-A. This will calculate your Premium Tax Credit and it is a necessary tax document for tax preparation.)

• 1099-SA: Distributions from a Health Savings Account (If you have an amount in Box 12 of your W2 coded as “W” you should have this tax form.) 

• 1099-R: If you received a distribution of $10 or more from your retirement plan. Withdrawals from traditional IRAs and 401(k) accounts are taxable.

• 1099-C: Cancellation of Debt. If you had a debt cancelled by agreement, bankruptcy, or for another reason.

• 1098-T: Education Credits and Education costs for qualified deductions.

• 1098: Mortgage Interest Statement.

• Ad Valorem: Property taxes on real estate. (Taxes on vehicle purchases).

• Daycare Expense Form (Must have Daycare Address and EIN)

• Childcare costs

• Casualty and theft losses

• Qualified business expenses 

• Medical and Dental expenses

• Charitable Contributions/Donations: Over $300.00 to be able to itemize. Charitable donations to individuals are not deductible. 

• Contributions to 529 College Savings Plan: Georgia residents are eligible for a State Income Tax Deduction. This contribution is not eligible for a Federal deduction or credit.

Would you like your tax refund directly deposited directly into your bank account? If so, you will need to provide two things:

• Your bank account number

• The bank’s routing number

Please send a photo of a voided check to avoid error. 

*The Georgia Department of Revenue has changed our direct deposit policy. First time filers and those who have not filed in 5 or more years will not receive a direct deposit. GA Department of Revenue will automatically issue a paper check.