What You Need to Know Before Your Tax Prep Interview

Preparing for your tax prep interview can be a smooth and efficient process if you gather the necessary documents and information ahead of time. This guide will walk you through what to bring, how to address missing information, and how we can help ensure your taxes are prepared accurately and professionally.

Essential Documents to Bring

To verify your identity and prepare an accurate tax return, please gather the following documents:

• Last Year’s Tax Return:

  • We will need your Adjusted Gross Income (AGI) from last year.

• Identification Documents:

  • Government-issued ID for you and your spouse (if applicable).

• Social Security Cards:

  • For all individuals in your household, including dependents.

• Dependent Verification:

  • School documents or custody paperwork showing you have legal responsibility for underage dependents.

• Expense Documentation:

  • Mortgage interest statements (Form 1098), student loan documentation, or other expense-related forms.

• IRS Correspondence:

  • Any letters or notices you’ve received from the IRS.

• Other Tax-Related Documents:

  • Any documentation that could impact your tax return, such as investment records or charitable contributions.

These documents are critical for filing an accurate tax return. If you do not have last year’s AGI, your return cannot be filed electronically and must be mailed to the IRS instead.

How to Obtain Last Year’s AGI

If you cannot locate last year’s AGI, here are three ways to retrieve it:

1. Locate Last Year’s Tax Return:

   • Check line 11 for your Adjusted Gross Income.

2. Contact Your Previous Tax Preparer:

   • Call your tax professional from last year and request your AGI.

3. Access Your IRS Account Online:

   • Log into your IRS.gov account via ID.me. If you don’t have an account, you’ll need to create one using a government-issued ID.

How to Obtain Missing W-2s

Missing a W-2? Here are four ways to retrieve it:

1. Contact Your Employer:

   • Request a copy of your W-2 to be emailed or mailed to you.

2. Access Your Employee Portal:

   • Many employers provide access to tax forms through an employee onboarding or HR portal.

3. Schedule an Appointment with Us:

   • We can assist you in contacting your employer directly to request your W-2.

4. Visit MyTaxForm.com:

   • Check if your employer’s tax forms are available through this service.

Handling Missing or Incorrect Forms

If you discover a missing or incorrect W-2 or 1099 after filing your return, don’t worry. Here’s what to do:

1. Contact Us Immediately:

   • Reach out by phone or email and provide the missing or corrected documents as soon as possible.

2. We’ll File an Amendment:

   • For a nominal fee of $25 (our transmitter’s charge), we will file an amended return to correct the issue.

3. Don’t Panic:

   • Filing amendments is common, and addressing the issue promptly ensures you remain in compliance.

4. Affordable Payment Plans:

   • If the amendment results in additional taxes owed, we can help you set up a manageable payment plan with the IRS.

Why Choose Us for Tax Preparation?

At our tax preparation service, we don’t just input numbers into software—we take the time to understand your unique situation. Our approach ensures:

• Maximized Refunds:

  • By carefully identifying all deductions and credits, we’ve secured thousands of dollars in additional refunds for our clients that other services missed.

• Minimized Tax Liabilities:

  • Through strategic tax planning, we’ve helped clients avoid overpaying by leveraging deductions they were entitled to.

• Personalized Support:

  • We listen to your story, provide clear explanations, and guide you through the process step-by-step.

Choosing us means investing in a dedicated professional who prioritizes your financial well-being. Let us help you claim every dollar you deserve while staying compliant with tax laws. It’s your money—why not let us put it back in your pocket where it belongs?

Prepare for your tax interview with confidence by following this guide. If you have any questions or need assistance, don’t hesitate to reach out. We’re here to make tax season as stress-free as possible for you!