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Tax season is here, and we’re excited to help you get the most out of your tax return. To ensure your appointment with TaxLady II Union County LLC is smooth and stress-free, here’s everything you need to prepare: ------------------------------------------------------------ What to Bring to Your Appointment: ------------------------------------------------------------ 1. Personal Information: Valid ID (Driver’s License or Passport) Social Security Numbers (or ITINs) for you, your spouse, and dependents 2. Income Documentation: W-2s from all employers 1099 forms (for freelance work, investments, etc.) Income from other sources (rental income, side hustles, etc.) 3. Deduction & Credit Records: Mortgage interest statements Medical expenses, childcare costs, or tuition payments Charitable donation receipts Business expenses (if applicable) 4. Other Essentials: Last year’s tax return Any IRS correspondence Need Help Gathering These? ------------------------------------------------------------ Don’t worry! We’re here to guide you. Feel free to email or call us with any questions. ------------------------------------------------------------ Your Next Step: BOOK YOUR APPOINTMENT (https://www.taxladyiiuc.com/booking-calendar/tax-preparation-general?referral=service_list_widget) We’ve also attached a link to a fillable Tax Organizer to help you organize your information. Be sure to download and complete it and have it ready to submit along with your documents to make the process as smooth as possible. Thank you for trusting Tax Lady II Union County for your tax preparation needs. We’re here to help you every step of the way! DOWNLOAD FILLABLE TAX ORGANIZER HERE<<<< (https://mcusercontent.com/6840bde2198da6bb4502be8d3/files/0617877f-e497-dcaf-937a-0efaa6b7c725/TAX_LADY_TAX_ORGANIZER_FILLABLE_1_.pdf) Let’s make this tax season simple, fast, and stress-free. Thank you for trusting TaxLady II Union County LLC to handle your tax preparation. We look forward to working with you!
Warm regards,
TaxLady II Union County LLC Team 📞908-349-8057
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