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It's Tax Time!

The beginning of a new year sparks new plans, goals, and dreams! As tax time begins it's the perfect time to make sure you're prepared and getting your best return while also making some financial goals for the year.


By now you should have started to see W2’s, 1099’s, and other various forms you will need in order to complete your 2021 tax return. If you receive social security then you will get a 1099 SSA. Remember, these forms aren’t due until the end of January, so you may not get the form until sometime in February.


We've compiled a short list of what you will need to complete your taxes...


Income from your employment or business (W2, 1099, K1)

Health Insurance Information (1095)

Itemized Deductions (Health Expenses, Charitable Giving, Mortgage Interest, etc.)

Business Expenses

Childcare Expenses

Government Payments (Stimulus Payments, Child Tax Credit)


Tax time doesn't have to be stressful and we are here to help make it a smooth process.

If you have any questions or are ready to schedule your appointment please give us a call today!

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