Requirements of 2021 Tax Year

Sitting in our first seminar of the new year, we were left with crucial information regarding your financial success for 2021.

  1. Rebate Checks & Child Tax Credits - You will receive a letter from the IRS regarding amounts received. We will need these letter to prepare your tax return.

  2. We will need an updated Drivers’ License to prepare your tax return - All info must for accurate and up-to-date.

  3. We will need your 2021 estimated tax payments made - if any.

  4. We will need to know of any dependents to be claimed for 2021 - name, social security number, date of birth, and relationship.

  5. We will also need to know if your address has changed - remember, all info must be up-to-date and presented to us in this manner.

Remember, these are all requirements made by the IRS, the State of CT, the State of NY, and the State of NJ. We will continue to send updates as we receive them, so make sure to stay up to date on our blog posts.

Steven WeinsteinComment