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Texts that answer real client questions
We write every page. A working tax preparer checks it for accuracy before launch. Two excerpts:
✓ Vetted by a tax proPage · What to bringWhat to bring to your appointment
EveryonePhoto ID, Social Security cards or ITIN letters for everyone on the return, last year's return.
IncomeW-2s, 1099s (NEC, MISC, INT, DIV, B), 1099-G for unemployment, SSA-1099.
Deductions and credits1098 mortgage interest, childcare costs with provider's EIN, 1098-T tuition, 1095-A if you had Marketplace insurance.
For a refund by direct depositA voided check or your routing and account numbers.
✓ Vetted by a tax proPage · IRS lettersGot a CP2000? Here's what it means
A CP2000 is not a bill or an audit. It means income reported to the IRS doesn't match your return, for example a 1099 that was left out.
The letter gives a response date. If you agree, you sign and pay. If you don't, you send an explanation with documents.
We'll compare the letter with your return and prepare the response.
Book a letter review