2025 Tax Season FAQ

2025 Tax season is here! Here are some frequently asked questions

What if I need an extension?

Let us know in advance- either in person or via phone call and we will get that filed for you.

I just want to drop off my paperwork. Do I need to schedule an appointment?

You do not need an appointment if you are dropping off paperwork. Feel free to come by at any time during open hours to drop off, we'll take down your contact information, and contact you once your tax return is ready to be picked up.

What documents will I need to bring?

Here is a general list of what you'll need

1. Proof of Identity:

• Social security numbers (or ITINS) for you, your spouse, and any dependents

• If a new client, a copy of your prior year's tax return (helpful for reference)

• Bank account and routing numbers if you want direct deposit for your refund

2. Income Information:

• W-2 forms from employers

• 1099 forms for freelance/contract work (e.g., 1099-MISC, 1099-NEC)

• 1099-NIT for interest income, 1099-DIV for dividends, and 1099-B for investment income

• Any other income forms, such as 1099-G (unemployment income) or 1099-R (retirement income), schedule K-1 for trusts, partnership and S corporations, social security statements

3. Deduction & Credit Information:

• Records of any deductible expenses (e.g./ medical expenses, charitable donations, mortgage interest)

• 1098 forms for mortgage interest and student loan interest

• Property tax receipts, if applicable

• Childcare costs (including provider's name, address, and tax ID)

• Education-related expenses (e.g., Form 1098-T for tuition, 1098-E for student loan interest)

4. Health Insurance Information:

• Form 1095-A if you purchased insurance through the marketplace

• Proof of health insurance coverage (Form 1095-B or 1095-C if applicable)

5. Other Relevant Documents:

• Any notices or letters from the IRS

• Any documents related to retirement accounts, such as 401(k) contributions, IRA statements, etc.

• If you sold any property, bring documents related to the sale (like a 1099-S)

To ensure timely completion of your tax return please be sure to have all of your documentation at the time of your appointment or drop off. Missing documentation will lead to delays.

How much will it cost?

Our rates depend on the complexity of your tax return, please give us a call and we'll be happy to provide a quote!