Be Prepared and Maximize Your Tax Refund!
To ensure a smooth and efficient tax filing process, it’s essential to have all the necessary documents ready. Use our comprehensive checklist to gather everything you need before meeting with our tax professionals. At BB Luxury Tax Services, we make tax preparation stress-free by helping you organize your paperwork and maximize your deductions.
What to Bring
Personal Information:
- Social Security numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and any dependents.
- Government-issued photo ID (Driver’s License, Passport).
- Date of birth for all household members.
Income Documentation:
- W-2 Forms: Wages and salary information from all employers.
- 1099 Forms: Income from self-employment, freelance work, contract jobs, and other sources:
- 1099-NEC (Non-Employee Compensation)
- 1099-MISC (Miscellaneous Income)
- 1099-DIV (Dividends)
- 1099-INT (Interest Income)
- 1099-G (Government Payments)
- Investment Income Statements: From dividends, stocks, bonds, mutual funds, etc.
- Social Security Benefits Statement (SSA-1099).
- Alimony Received (if applicable).
Deductions and Credits:
- Mortgage Interest Statement (Form 1098).
- Property Tax Receipts.
- Student Loan Interest Statement (Form 1098-E).
- Educational Expenses: Tuition and fees (Form 1098-T).
- Charitable Contributions Receipts.
- Medical and Dental Expense Receipts.
- Childcare Expenses: Provider’s name, address, and tax ID.
- Retirement Account Contributions: IRA, 401(k), etc.
- Energy-Efficient Home Improvement Receipts: Solar panels, energy-efficient windows, etc.
Other Important Documents:
- Last year’s tax return (for reference).
- Health Insurance Coverage Documentation: Form 1095-A, 1095-B, or 1095-C.
- IRS Correspondence: Any letters or notices received.
- Business Expense Records: Invoices, receipts, and mileage logs for self-employed individuals or contractors.
Have Everything Ready? Let’s Get Started!
Having these documents organized and ready will help us provide you with the most accurate tax preparation and ensure you receive the maximum refund possible. If you have any questions about specific documents or need further assistance, don’t hesitate to reach out to us.
Contact Us Today at (832) 923-8988 or email us for more guidance on preparing for your tax appointment!