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Tax Preparation

  • 1 h
  • From 0.25 US dollars
  • Countryside Boulevard

Service Description

When preparing for a tax appointment, it's essential to gather all necessary documents. Here are the general requirements: Identification: Valid photo ID such as a driver's license or passport. Social Security Cards: For you, your spouse, and any dependents. Income Statements: W-2 forms, 1099s, and any documents showing additional income. Previous Year’s Tax Return: Helpful for reference and necessary if amending a past return. Bank Account Information: For direct deposit of any refund. Deductions and Credits Information: Receipts for charitable donations, medical expenses, and records of eligible tax credits. Having these items ready can streamline the process and ensure accuracy in your tax filings.


Contact Details

  • Routt Insurance, Countryside Boulevard, Clearwater, FL, USA

    +17275138338

    rob@routtinsurance.com


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