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.
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.
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
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
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)
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
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