Frequently asked questions

WHAT DOCUMENTS DO I NEED TO DO MY TAXES?

Below is a list of documents that you will need in order to get your taxes prepared.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER INCLUDING:

  • VALID GOVERNMENT ID

  • DEPENDENT INFORMATION

  • SOCIAL SECURITY CARD FOR TAXPAYER(S) AND DEPENDENTS

  • W2 OR 1099

  • BUSINESS EXPENSES (IF APPLICABLE) ALONG WITH RECEPITS

WHEN IS THE EARLIEST I CAN FILE MY TAXES?

Self-Employed individuals may file as early as January 2nd. W2 employees would have to wait until they receive their W-2.

WHAT DOCUMENTS SHOULD I RECEIVE FROM MY EMPLOYER?

The forms to prove employment may vary depending on individual situations. For most, an employer will provide a W-2 form. The self-employed (i.e. independent contractors, product sales representatives such as Mary Kay, etc.) should receive a 1099-NEC from the company.

HOW CAN I CHECK THE STATUS OF MY REFUND?

The 'Where’s My Refund' tool on the IRS website provides the most up-to-date information regarding the status of your refund. CLICK THE BUTTON BELOW.