Income
Income
Collect the forms that show what came into the household during the year.
- W-2s from employers
- 1099 forms and other income records
- Retirement, interest, or investment statements
A better tax appointment starts with the right records.
Use this practical checklist before meeting with Elite Tax and Business Solutions about your Athens, Georgia family tax return.
Book a free consultation ↗Opens WhatsApp · Call or text (770) 257-8534View checklist
Bring what you have. Mark what is missing.
Your prior-year return is one of the best starting points.
It helps your preparer compare filing status, dependents, carryovers, and recurring information. Add a short list of anything that changed during the year.
Family information
Family information
Gather the records that help explain dependents and household changes.
- Names and birth dates
- Dependent identification information
- Address and living-arrangement changes
Adjustments and credits
Adjustments and credits
Bring records that may help your preparer ask the right questions.
- Childcare provider records
- Education documents
- Major medical, charitable, or home-related records
What to do next
Gather the records you have, write down what changed during the year, and bring your questions to a consultation. Do not send Social Security numbers or tax documents through this website.
Ready to discuss your situation?
Book a free consultation ↗Opens WhatsApp · Call or text (770) 257-8534Information on this page is general in nature and is not tax, legal, or accounting advice. Eligibility and filing outcomes depend on the facts and rules that apply to your return.