Frequently Asked Questions: Your Path to Financial Clarity
Welcome to our FAQ section! We understand that navigating the world of taxes can be filled with questions. We've compiled some of the most common inquiries to provide you with answers and insights, helping you gain clarity and confidence in your financial journey.
Below is a list of documents that you will need in order to get your taxes prepared. PERSONAL INFORMATION FOR EACH FAMILY MEMBER: Name, Date of Birth, Social Security Card /ITIN/ATIN, Last Year’s Tax, Return, Valid Driver’s License, W2, Business Expenses (If Applicable)
The 'Where’s My Refund' tool on the IRS website provides the most up-to-date information regarding the status of your refund. This tool is updated every 24 hours.
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.
Self-Employed individuals could file as early as January 3rd. W2 employees would have to wait until they receive their W-2.
