before your visit

• Please have all your documents before your appointment. If you are unable to print your documents, please upload them to our portal, and we can print them for you. We have many people to help during tax season and only a limited amount of time to do it. This has turned into a significant time waster for our office.  We require that you do this before your appointment. 
• It can take us 24-48 hours to reply to a message. We get very busy during tax season.  Again, we only have three months to do a lot of returns. There are only so many people in the office with the required knowledge to answer you. 
• Drop-off service. When dropping off, please leave us one to four weeks to complete your return.   We will call or text you when complete to set up a time for you to pick up your taxes.  You may request that we rush your taxes, and you will be assessed a rush fee. We do drop-offs in the order received. Sometimes, your tax return could take longer to complete if we run into unclear tax laws or if we get exceedingly backed up(it happens). We ask that you have patience and know that we are working on your return, and you can decide if you want it done correctly or fast. Sometimes correct does not equal fast. 

• Please have all documents printed or emailed to our office.  (documents@tax-tyme.net)
• Drivers License
• W-2s from your employers
• 1099-SA HSA Distributions. WE NEED THIS! Most clients forget it. 
• 1099-MISC or 1099-NEC forms for self-employment income
• 1099-INT (interest) and 1099-DIV (dividend) forms
• 1099-B forms showing brokerage trades in stocks and bonds
• K-1 forms for income from a partnership, small business, or trust
• 1098-T forms if you or your dependent attend college. 
• 1099-SSA form showing Social Security received
• 1095-A, B, C form shows what health insurance you had for the year. 

If you claim Earned Income Credit, Child Tax Credit, The Additional Child Tax Credit, or the American Opportunity Credit you are subject to IRS mandated due diligence. The record retention requirement mandates we keep some form of documentation that proves residency at the parent's address. Please call or text us before your appointment so we can go over this with you. 

Be sure to bring written documents for additional income not reported on a W-2 or 1099 form, such as other self-employment income, rental income, or alimony. This could be a spreadsheet, bank statements, or other written evidence. Bring canceled checks, receipts, or spreadsheets for any tax-related expenses. This may include contributions to your traditional or SEP-IRA, moving expenses, college expenses, medical and dental expenses, real estate taxes, gifts to charities and churches, and daycare or childcare costs*. Some expenses are reported to you. Mortgage interest, for example, is reported to you on form 1098, and the student loan interest is reported on Form 1098-E.  

*Please note that in order to claim childcare costs that were paid to an individual instead of a daycare/business, we must have the social security number or employer ID number (EIN) in addition to the name of the childcare provider.