01/18/2026
💡 Tax Tip: Client Intake Matters!
The intake process is a very important step when filing your taxes. Providing complete and accurate information helps ensure your return is filed correctly and reduces the risk of delays, rejections, or audits.
📄 Documents you should have ready:
• Valid photo ID
• Social Security cards (or ITIN letters) for everyone on the return
• All income documents (W-2s, 1099s, self-employment income, etc.)
• 1095-A (Health Insurance Marketplace), if applicable
• Last year’s tax return (if available)
• Childcare expenses, school records, and other credit-related documents
• IP PIN (if issued by the IRS)
🚨 Missing or incorrect documents can cause errors, trigger IRS letters, or increase audit risk.
📌 Bottom line: A thorough intake and complete documentation help protect you and your preparer while ensuring your return is accurate and compliant.
