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Are You Ready????

  • nakeeshathetaxexpe
  • Jan 4, 2024
  • 1 min read


Taxpayers Checklist Needed for 2024

  • Valid Driver's License or State ID

  • Current Address

  • Phone Number/Email

  • Social Security Card for Taxpayers and Dependents

  • W-2's

  • 1099 docs

  • 1098

  • 1098T

  • Account and Routing Information for Direct Deposit

You say to yourself why does my tax professional need all this information. The IRS requires tax professional to have all this information on file to validate who you are. It is required No exceptions.

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