The beginning of tax season is here, and ensuring your success starts now—before it’s too late! Preparation is key to avoiding unnecessary delays, maximizing your return, and staying stress-free during this busy time. At Limitless Financials, we believe that being proactive today sets the foundation for a smooth and successful tax filing experience tomorrow.

When you meet with our experienced Enrolled Agent, Roshonda Franklin, you’re not just getting tax preparation—you’re gaining access to over 15 years of expertise in finance and real estate. Roshonda and her team specialize in making the process seamless, ensuring that every credit and deduction available to you is accounted for. Whether it’s helping you navigate IRS communications or providing personalized financial planning tips, Roshonda is committed to empowering you to make informed financial decisions.
To help you prepare for your appointment, we’ve created a checklist of essential items you’ll need. Having as much information as possible ready to go ensures that Roshonda can focus on finding the best solutions for you.
Checklist: Essentials for Tax Preparation
Valid Photo ID: Your photo ID is required to verify your identity. Examples include a driver’s license, state ID, or passport. Ensure it is current and unexpired.
Proof of Address: Bring a document that confirms your current address, such as a utility bill, lease agreement, or bank statement. This may be needed for certain credits or deductions.
W-2 Forms or Wage Statements: If you’ve worked for an employer, they’re required to provide you with a W-2 by the end of January. Make sure you have W-2s from all your jobs during the tax year.
Dependent’s Information: If you have dependents, you’ll need their Social Security numbers, dates of birth, and proof of relationship (e.g., birth certificates or school records). This ensures you can claim them for applicable credits and deductions.
Copy of Last Year’s Tax Return: Having last year’s return can help streamline the filing process, especially if there are carryover items like capital losses or contributions.
Additional Documents to Consider
Depending on your situation, you may need these items as well:
1099 Forms: If you are self-employed, earned interest, received unemployment, or had other miscellaneous income, ensure you have all applicable 1099s.
Proof of Deductions or Credits: Bring receipts or statements for things like charitable donations, childcare expenses, education costs, or medical bills.
Bank Account Information: For direct deposit of your refund, have your bank’s routing and account numbers handy.
Health Insurance Documentation: If you purchased health insurance through the marketplace, you’ll need Form 1095-A.
Why Preparation Matters
Arriving prepared for your tax appointment saves time, reduces errors, and ensures you’re claiming all eligible deductions and credits. Missing documents can delay the process or even result in a smaller refund. At Limitless Financials, we’re dedicated to helping you maximize your refund while staying compliant with tax laws.
Need Assistance? Let Limitless Financials Help!
Our team of tax experts is ready to guide you through the process, answer your questions, and make filing your taxes as stress-free as possible. Don’t wait until the last minute – reach out today to schedule your tax preparation appointment.
Follow us on social media for more helpful tips and updates throughout tax season. Together, we’ll make this your easiest tax season yet!
Limitless Financials: Turning Tax Season Into Opportunity.
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