Bring all income forms (W-2, 1099, etc.), identification for you, your spouse, and dependents, Social Security numbers, last year’s tax return if available, and any receipts or records for deductions and credits.

Yes. Some clients receive Form 1095-A, 1095-B, or 1095-C. If you purchased insurance through the Marketplace, Form 1095-A is needed.

Request a duplicate from your employer, bank, or payer. If unavailable, the IRS can provide a wage and income transcript.

Medical expenses may be deductible if they exceed a certain percentage of your adjusted gross income (AGI). Keep all receipts, statements, and insurance summaries.

You may qualify for credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, Child & Dependent Care Credit, Education Credits (American Opportunity and Lifetime Learning), and Saver’s Credit for retirement contributions.

Yes. All income, including cash, tips, freelance, and gig work, must be reported to the IRS.

Bring income records, business expense receipts, mileage logs, and any 1099-NEC forms. Self-employed individuals may also need to report quarterly estimated tax payments.

File your return to avoid additional penalties. The IRS offers payment plans and installment agreements to help manage payments.

Keep tax returns and supporting documents for at least three years. For major transactions like home purchases or stock sales, keep records longer.

Missing the final filing deadline can result in failure-to-file and late payment penalties, plus interest charges. Filing as soon as possible helps reduce these costs.

Yes. Our secure portal lets you upload documents, track your return status, and receive updates. Create your account here: https://tax2godesoto.taxdome.com/app/insights