When Do We Say We Are Ready to Prepare Our Taxes?

When we have at hand the following items:

• Current ID
• Social Security
• Employment Authorization (if applicable)
• Proof of Income (Form W2, Form 1099, Bank Statements)
• Form 1095A Health Insurance
• Virtual currency transaction reports
• Dependents (ID, birth certificate, school or medical report)
• *Actual address (Bill)
• Bank Information (Route and account number), it is necessary if you receive a refund or if you want to pay an outstanding amount
• If you have a registered company, remember to have an Income and Expense report ready, also if you are an independent worker. (Please refer to Home Budget Calculator for your references, to calculate relation of income and expenses)
• Property rental income

It is very important to take a moment to remember your own history during the year, in this way we reduce the risk of forgetting anything that needs to be reported on your tax return.

Are you ready to prepare your taxes?

Remember that every person and every tax return is different, this is just a guide, please find the closest DATS location near you and do not hesitate to contact us. Daniel Ahart Tax Service will be open and ready to answer the phone or in person to clarify any doubts and to be able to guide you in the process,” explains Daniel Ahart, chief tax officer at the tax preparation company Daniel Ahart Tax Service®

Taking Care of your Crypto Taxes

Also, remember that if you have any crypto tax obligations for the 2023 tax year, you need to report it. Join the thousands of individuals in the State of Georgia that trust their taxes to Daniel Ahart each year!