Get Ready - 2021 Tax Season

year, COVID 😷 took a huge toll on the world 🌍. Trust us to help you get ready ‼️

Gather Your Tax Documents

• W2s from employers

• 1099 Forms (1099-G, 1099-MISC, 1099-INT)

• 1098 Forms (1098, 1098E, 1098T)

• Gross Receipts (self-employed)

• Expenses (self-employed)

• Rental Income (income and expenses)

• 1095-A (Marketplace Healthcare)

• Medical Expenses

• Other Income Documents

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Verify ITIN or IP Pin (if applicable)

ITIN

Ensure your ITIN has not expired before filing taxes. As a reminder, ITINs with middle digits 70, 71, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 86, or 87 that expired in 2016, 2017, 2018, or 2019 can also be renewed.

IP PIN

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number. The IP PIN is known only to you and the IRS and helps us verify your identity when you file your electronic or paper tax return.

If you have a IP PIN, make sure you have your updated pin prior to filing taxes to avoid delays or rejections from IRS.

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What’s New!!!

• PPP Expenses

• Charity Contributions

• Recovery Rebate (Stimulus

• Credit for Sick Leave (Coronavirus)

• Penalty-Free Withdrawals (Retirement)