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.

You should receive all Earning Statements by January 31, 2023. Many tax payers will receive their W2s in early January through their companies Payroll Management applications, such as Intuit's Workforce and Nextchex. If you have not received any Earning Statements you can submit the last Paystub you received in 2022 for a Tax Refund Estimate.

*Nov. 21, 2023 - IRS announces delay for implementation of $600 reporting threshold for third-party payment platforms’ Forms 1099-K. The ARP required third party settlement organizations (TPSOs), which include popular payment apps and online marketplaces, to report payments of more than $600 for the sale of goods and services on a Form 1099-K starting in 2025. The IRS also noted that the existing 1099-K reporting threshold of $20,000 in payments from over 200 transactions will remain in effect and some companies could still send the form in totals over $600.00 even when not required.

• 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. 

• 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.