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Tax News
Important Dates
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Jan 15, 2025 -- Accept appointments
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Jan 27, 2025 -- IRS accepts E-Filing*
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1st wk of Mar - Refunds issued for EITC
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Apr 15, 2025 -- Due date for 2024 tax
Documents to bring for your tax appointment
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Income: All W2s, 1099-Misc, 1099-R, Unemployment, etc.
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Deductions: Child-care receipts, mortgage interest, property tax, DMV receipts, donations, student loan interest, capital gains/losses, Form 1098-T for Education Credits, and etc
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For you: I.D. & Social Security Cards.
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Your dependents: Social Security Cards & Birth Certificates, and prove of residency for the year.
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For direct deposit, please bring a voided check.
Please fill out Interview Worksheet prior to your appt so we can be more prepared
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