READY TO FILE WITH US

STEP 1: GATHER YOUR DOCUMENTS

PROOF OF INCOME:

  • W2, 1099G/INCOME VERIFICATION DOCUMENTATION
  • PROOF OF ADDRESS
  • PHOTO ID
  • SOCIAL SECURITY CARD(S)
  • BIRTH CERTIFICATE(S)
  • COPY OF PREVIOUS YEAR TAX RETURN
  • SUPPORTING BUSINESS DOCUMENTS
  • CHILDCARE RECEIPTS
  • HOMEOWNER FORMS -1098
  • AMENDMENT DOCUMENTATION
  • COLLEGE RECEIPTS FORM- 1098T
  • UNEMPLOYMENT FORM- 1099G
  • STUDENT LOAN INTEREST STATEMENT FORM- 1098E

STEP 2: COMPLETE THE CLIENT INTAKE FORM

https://www.cognitoforms.com/CAYFinancialConsulting/ClientIntake2023TaxSeason

STEP 3: BOOK YOUR FREE TAX PREPARATION CONSULTATION

https://cay-financial-consulting.square.site/s/appointments

STEP 4: GETTING READY FOR YOUR APPOINTMENT

Once you have completed steps 1- 3, One of our tax professionals will contact you during your scheduled appointment time. Please be available. If you cannot be reached during your appointment time, your appointment will be cancelled, and you will be required to reschedule. Please be sure you have uploaded and submitted all documentation with the intake form BEFORE your appointment. Once you have completed your interview and we have collected all of your information, we will contact you within 24 hours to discuss your return and schedule for signatures. You will receive a text message when your return is complete and ready for signatures.