Tax Tools and Tips
PATH Act Tax Related Provisions
The Protecting Americans from Tax Hikes Act of 2015 (the PATH Act), was enacted on December 18, 2015. The PATH Act contains several changes to the tax law that affect individuals, families, businesses and help safeguard against tax fraud.
Possible Refund Delay for Some Early Filers:
The PATH Act mandates that the IRS not issue a refund on tax returns claiming the Earned Income Tax Credit or Additional Child Tax Credit until Feb. 15. The additional time helps the IRS stop fraudulent refunds from being issued to identity thieves and fraudulent claims with fabricated wages and withholdings.
Most Overlooked Deductions
Useful Links
IRS
Where’s my refund?
Child’s Tax Credit Update Portal
Get My Payment
Documents needed to Claim Earned Income Credit
Tax Filing Checklist
Personal Returns
Professional financial services
THINGS TO BRING FOR TAX PREPARATION
To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.
PERSONAL DATA
- Social Security Cards (including self, spouse & children)
- Driver License or ID Card
- Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
- Education Expense: 1098 T
- Prior Year’s Taxes
ADJUSTMENTS
- Student loan interest paid
- IRA contributions
- Early withdrawal penalties
- Moving expenses
