While you’re sipping your coffee and tackling your to-do list, here’s a little reminder: getting your tax docs in order now will save you stress later. To make filing a breeze this year, ensure you have these five essentials ready:

1️⃣ W-2s or 1099s – Proof of earnings from your main job, side gigs, or freelance work.
2️⃣ ID & Social Security Numbers – Yours, your spouse’s, and any dependents’. These are non-negotiables.
3️⃣ Last Year’s Tax Return – It’s a great roadmap for spotting deductions or credits you might otherwise miss.
4️⃣ Receipts for Deductions – Think of those charitable donations, medical bills, or even home office expenses.
5️⃣ Bank Account Info – Set up direct deposit for a fast refund. Cha-ching!

✨ Bonus Tip: Refer friends or family to file their taxes with me, and I’ll pay you $25 for each submitted referral! 💵

Getting organized and earning cash? Now that’s what I call handling business!

Schedule a call today to get started on your tax prep journey. Let’s show this tax season who’s boss!

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