You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.

For most individuals, the tax filing deadline is April 15th. However, this date can vary, & extensions can be given by the IRS.

If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.

Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.

The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.

One of our tax professionals will review your information and call within 24 hours for a free estimate.

You can check your tax refund status using the IRS "Where's My Refund?" tool on their website. To access it, you'll need your Social Security number, filing status, and the total refund amount listed on your tax return (not the amount after fees).

https://sa.www4.irs.gov/wmr/

At Wealthy Mindset Tax Solutions your privacy and security are our top priorities. We utilize a secure online portal to protect your sensitive information, ensuring that all documents you share are kept confidential and will never be shared with anyone without your explicit consent. You can trust us to handle your tax information safely and securely.

• Personal Identification:

Driver's License/State ID & Social Security Cards for yourself, your spouse, and any dependents.

• All Income Documents:

Include any forms or records that report your income, such as W-2s, 1099s, Self-employment income records etc.

• Deductions and Credits:

Childcare expense receipts. Rent receipts (if applicable). Educational expenses and relevant documentation (1098-T for tuition and 1098-E for student loan interest). Medical expense receipts. Proof of charitable donations.

• Proof of Health Insurance:

Forms like 1095-A, 1095-B, or 1095-C.

• Previous Year Tax Return (it you have it)

• Any IRS letters or notices you've received, along with your bank account information for direct deposit of your refund.