FAQs

I’m a new client! What information do I need for the tax preparer?

Personal Information:

- Social Security number (SSN).

- A copy of your SSA-1099.

- A copy of your government-issued ID (e.g., Driver’s License, Passport).

Employer Information:

- The names and addresses of all employers you've worked for during the tax year in question.

- W-2 forms from all employers for the tax year.

- 1099 forms (for contractors, freelance work, etc.).

- 1098 forms (for mortgage interest, student loans, etc.).

- Any other relevant forms (e.g., 1095-A for health insurance, 1099-G for unemployment benefits).

Income Information:

- An estimate of your total business income for the year.

- An estimate of your total business expenses for the year.

- Records of any additional income (e.g., rental income, dividends, or interest income).

Bank Information:

- Bank account and routing numbers for direct deposit of any refunds or direct payment of taxes owed.

Previous Tax Returns:

- A copy of your last filed tax return.

Deductions and Credits:

- Records of any deductible expenses (e.g., medical expenses, charitable contributions, mortgage interest, unreimbursed business expenses, etc.).

- Childcare expenses or tuition payments (for tax credits).

- Any other documents related to credits or deductions you may be eligible for (e.g., education credits, earned income credits, etc.).

Dependents Information:

- Social Security numbers and birthdates for any dependents you are claiming.

Estimated Payments or Refunds from Previous Year:

- If you made estimated tax payments during the year, include details of those payments.

What do I need to do to create an IRS account?

Visit IRS.gov.

- Ensure you have a valid ID, a phone, and an email address.

- Click on "Individual Sign In" to access your online account.

- Select "Create a New Account" under the ID.me section.

- Follow the prompts to complete the process.

Once you've finished, please email me the information, and I'll be able to pull the details from there.

I think an accountant made an error on my taxes. Can we fix them?

Yes, your taxes can be amended if it’s within the 3-year window. The IRS allows you to file an amended return within 3 years from the date you filed your original return or 2 years from when you paid the tax—whichever is later. If you filed early, the 3-year period starts from the April tax deadline.

Can you give me my tax return transcripts? How do I get my transcripts?

No, transcripts are provided directly by the IRS. To access them, you can either create an account on the IRS website at irs.gov, or you can visit your local IRS office in person.