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Personal Tax Preparation

Simplify Tax Season By Letting Us Filing Your Annual Taxes

Tax season can be quite stressful, especially if you are a first-time filer. Endless paperwork and forms to fill out along the way leave you exhausted.

But why go through it alone when Supreme Financial is here to help lighten the load and take the stress out of preparing your taxes?

Our experienced team will handle all the details, ensuring that your taxes are completed quickly, accurately, and correctly.

Take a deep breath, relax, and let us take care of everything for you, so you can focus on what's important to you - getting more money back on your tax returns.

Tax Changes for 2023

The IRS encourages everyone to have all the information they need in hand to make sure they file a complete and accurate return. Having an accurate tax return can avoid processing delays, refund delays and later IRS notices. This is especially important for people who received advance Child Tax Credit payments or Economic Impact Payments (American Rescue Plan stimulus payments) in 2021; they will need the amounts of these payments when preparing their tax return. The IRS is mailing special letters to recipients, and they can also check amounts received.

Why You Must Consider Getting Tax Preparation Services?

Money-saving tax planning can yield significant results for your financial future. By preparing early and staying in constant communication with personal tax advisors, you can avoid errors and ensure the maximum tax return amount. 

Tax professionals can also provide year-round guidance on smart tax-saving strategies, such as using an income tax calculator to estimate your liability or a tax refund estimator to calculate your tax refund.

While tax preparation may be simple for trained professionals, it can be overwhelming for the average person. If you find the process confusing or have any questions, it may be beneficial to seek the help of a tax preparation service.

Don’t wait until the last minute to prepare for tax season, start planning early to maximize tax savings and avoid any errors.

Let Us Be Your Tax Season Companions

Here at Supreme Financial, we are your partners at every step through filing your taxes year after year. 

Let us do all the hard work for you, saving you the stress and long hours of paperwork.

Looking for a First-Class Business Plan Consultant?

You will need the following to do your taxes.

  • Your social security number or tax ID number

  • Your spouse’s full name, social security number or tax ID number, and date of birth

  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

  • IRS Letter 6475 – your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit

What you need to gather to file for your dependent.

  • Dates of birth and social security numbers or tax ID numbers

  • Childcare records (including the provider’s tax ID number) if applicable

  • Income of dependents and of other adults in your home

  • IRS Letter 6419 – official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments

Employed

      • Forms W-2

      • Unemployed

      • Unemployment (1099-G)

    • Self-Employed

      • Forms 1099, Schedules K-1, income records

      • 1099-MISC or 1099-NEC

      • Records of all expenses — check registers or credit card statements, and receipts

      • Business-use asset information

      • Office in home information, if applicable

      • Retirement Income

      • Pension/IRA/annuity income (1099-R)

      • Traditional IRA basis

      • Social security/RRB income (SSA-1099, RRB-1099)

    • Savings & Investments or Dividends

      • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

      • Income from sales of stock or other property (1099-B, 1099-S)

      • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

      • Record of estimated tax payments made (Form 1040–ES)

      • Transactions involving cryptocurrency (Virtual currency)

FORM 1095-A MARKETPLACE INSURANCE (EXCHANGE)
  • Forms 1098-T from educational institutions

  • Receipts that itemize qualified educational expenses

  • Records of any scholarships or fellowships you received

  • Form 1098-E if you paid student loan interest

39 N 6th St, Haines City, FL 33844, United States

Call us:  (407) 257-5267 supremefmservice@gmail.com

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