Stand-by tips for tax day

Many of you like us have been doing your taxes for a long time now. We are sure there are a few of you who may be new to it, where your former spouse took the lead in the past and now the task is handed off to you, we thought we would offer a few reminders in preparation for April 18th!

Marie Deary of Wealth Management Financial Advisors relays that for an accurate return;

Collect all Documents beforehand

Make sure stimulus payment and advance Child Tax Credit information is accurate. In addition to collecting W-2’s, Social Security documentation and other income-related statements, it is important people have their Economic Impact Payment information on hand when filing.

What to bring?

  • Identification, including current government-issued photo ID
  • Social Security cards or ITINs for yourself and all household members, including a spouse and dependents (if applicable)
  • Any IRS letters or notices received (and related documents)
  • If filed, a copy of a tax return for the years (s) in question
  • All 2022 tax documents.

Marie DearyWealth Management Financial Advisors –


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