Personal Taxes
Middle Georgia Accounting & Tax LLC services has developed an excellent reputation by taking care of our clients’ tax prep needs. Whether you need assistance with your financial management, tax returns, or something else, you can count on us for professional service. Our accountants have been practicing for over a decade and have the knowledge and experience needed to help you with even the trickiest of tax questions.
What to Bring to your Personal Tax Appointment
If you’re not sure what to bring to your tax appointment, that’s okay. Preparing for tax season can feel overwhelming. We’ve provided a short list of items to help you prepare and ensure we have all the information we need to file your taxes quickly and correctly.
- W-2's, 1099's, or other income documents
- Self-Employment Business Income and Expenses
- ID card
- Social Security Card
- Last year’s federal and state tax returns (if prepared elsewhere)
- Health Coverage Statements or forms
- Banking info (routing and account number for direct deposits)
- Interest and dividend statements
- Documents related to education tuition, expenses and interest
- Total paid for day care provider, and the day care provider’s TIN
- Proof of residency for dependents
- Proof of head of household status
- Dependent information
Call Us if You Have Any Questions
Please note, this is not an exhaustive list. If something doesn’t apply to you, there is no need to bring that information. However, we want you to be as prepared as possible. If you have any questions concerning this list, please call us before your meeting.
Ready to file your taxes? Call us today to schedule an appointment.