Tax Year 2019

Do you need a tax transcript from the previous year? You might need one for a college student, or to help with preparing this year’s income tax return.

“It’s always a good idea to keep copies of previously-filed tax returns. That recommendation is more important this year because, for some taxpayers, certain data from the 2017 tax return – the adjusted gross income — will be required to validate their electronic signature on their 2018 tax return due April 15 for most filers. This is especially true for taxpayers who have switched tax software products this year.”

You can use the Get Transcript Online or Get Transcript by Mail links at https://www.irs.gov/newsroom/avoid-the-rush-get-a-tax-transcript-online. 

The “Where’s My Refund?” tool available on IRS.gov and through the IRS2Go app can help you determine when you might expect your refund.

*IMPORTANT*   “According to the Protecting Americans from Tax Hikes (PATH) Act, the IRS cannot issue EITC and ACTC refunds before February 15. The IRS expects the earliest EITC/ACTC related refunds to be available in taxpayer bank accounts or debit cards on February 27, 2019, if these taxpayers chose direct deposit and there are no other issues with their tax return.”

The general information we will ask you is listed on the Client Intake Sheet. There will be information listed on that form that does not pertain to everyone, and there may be additional information you will need that is not on that form. This is a good starting point for your appointment. Be sure to have information on all your possible dependents, such as DOB and SSN. If you’re unsure of what exactly to bring, give us a call at 580-743-8118!

Client Intake Sheet