Mobile Tax Service

For your mobile tax appointment with Tax Savvy Financial Services, LLC, please ensure you have the following documents and information:

1. Personal Identification:

   • Government-issued ID (Driver's license, passport, etc.)
   • Social Security Number (SSN) or Taxpayer Identification Number (TIN)

2. Income Documents:

   • W-2s, 1099s, or other income statements
   • Bank statements (for income verification, if necessary)
   • Profit and loss statement (if self-employed or a business owner)

3. Tax Documents from Previous Year:

   • A copy of last year’s tax return (if available)
   • Any IRS notices or correspondence

4. Deductions and Credits:

   • Receipts for business expenses (if self-employed or a contractor)
   • Mortgage interest, property tax, or other home-related expenses
   • Childcare or education expenses
   • Charitable donation receipts

5. Business-Related Information (if applicable):

   • Business income and expenses (for self-employed or small business owners)
   • Mileage logs or vehicle expenses
   • Business tax ID (EIN, if applicable)

6. Bank Information:

   • Bank account details for direct deposit of any tax refund

7. Other Relevant Information:

   • Any significant life changes (e.g., marriage, divorce, children, etc.)
   • Any questions or concerns regarding your tax situation

Having these items ready will help ensure that your mobile appointment is quick, efficient, and productive!