Virtual Consultation

For your consultation appointment with Tax Savvy Financial Services, LLC, please have the following information ready:

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
   • Profit and loss statement (for self-employed or business owners)
   • Bank statements (if applicable for income verification)

3. Tax Documents from Previous Year:

   • Previous year’s tax return (if available)
   • Any IRS correspondence or notices

4. Deductions and Credits:

   • Receipts for business expenses (if self-employed or have side gigs)
   • Mortgage interest or property tax statements
   • Childcare or education-related expenses
   • Charitable donations

5. Business-Related Information (if applicable):

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

6. Other Relevant Information:

   • Bank account details for direct deposit of refunds
   • Any life changes (marriage, divorce, children, etc.)

This will ensure a smooth and efficient consultation to help you maximize your tax benefits!