F.A.Q
What documents do I need to get started with tax preparation?
To start the tax preparation process, you’ll need your Social Security card or ITIN, government-issued ID, W-2s, 1099s, last year’s tax return, and any documentation of income or deductions (e.g., receipts, childcare expenses, or medical expenses).
What happens if I refer someone to your tax services?
We offer a generous referral program! For every client you refer who files and is successfully funded, you’ll receive $50, with no limits on how many you can refer..
How do I book an appointment for tax preparation?
Booking an appointment is easy! Visit our scheduling page at taxsavvyfinancialsllc.setmore.com to choose a convenient time for your consultation.
Do you offer virtual tax preparation services?
Yes! We provide a fully virtual tax preparation process for your convenience. Start by filling out our virtual tax preparation form here. Our secure and efficient system ensures you can complete the process from anywhere.
