(877)235-8299

tax@2financiallylit.com

Tiffany Myers , PTIN-Certified Tax Preparer

2 Financially Lit

Servicing US Nationwide

Small Business & Individual Tax Return Preparation

Quality Services at an Affordable Price

Personalized and Confidential Service

Expert and Up-To-Date Knowledge

Peace of Mind

Convenience with Mobile & Drop-Off Services

Contact our tax
professionals today

Be the first to get your refund…get your return in the queue as SOON as you get your tax docs…don’t forget the HealthCare.gov form because that will delay your refund if it’s not included on your return the first time!

Don’t try to do your own taxes. In these days of COVID, tax laws are being created to help citizens through the pandemic. Professional help, as well as professional tax software is a MUST to ensure you get the biggest refund the IRS allows.

Get an advance on your tax refund fast with free E-Service.  Get the option to have your tax prep fee deducted from your refund. Get the best professional tax help that you could require…we are here to help! 

My Services

Small Business & Individual Tax Return Preparation | Quality Services at an Affordable Price | Personalized and Confidential Service | Expert and Up-To-Date Knowledge | Peace of Mind | Convenience with Mobile & Drop-Off Services

Tax Return Preparation

We specialize in Individual and Small Businesses tax prep services. We understand the importance of filing your taxes correctly and on time. We offer several options to get started: upload your tax docs on our secure & encrypted automated platform, drop-off service or you can set an appointment.

Amended Returns

Let us handle any changes you want made to previous returns. You’ll feel better – breathe a BIG sigh of relief and feel confident knowing your return(s) have been completed, filed and accepted by the IRS. 

Delinquent Returns

This happens to the best of us… you’re not by yourself and many times it’s not your fault. However, the reality is this, late returns have have to be filed in order for you to get back into compliance with the IRS.

Frequently Asked Questions

1 : Where's My Refund? Where's My Check or Deposit?
2: What Proof of Identification Will I Need to Provide?
  1. State-Issued or Federal-Issued picture ID
  2. Social Security Cards for everyone yourself and spouse/dependents (if applicable)
  3. Your Checking Account & Routing Number (to direct deposit your refund) or we can print a check (where available)
  4. Copy of your previous or most recently filed tax return
3 : What Proof of Income Will I Need to Provide?

Income can be in the form of W2s and 1099s. You will oftentimes have several and all will need to be provided to your tax professional. Please note that taxpayers cannot use the last paycheck stub to file since it is in direct violation of IRS policy.

  • W2s differ for many events, including (but not limited to ) benefit such as a cafeteria plan or insurance [non-medical] or deferred compensation or savings plan, such as a 401(k), 403(b) or the like. 
  • Using your check stub instead of the Form W-2 can cause tax overpayment, refund delay & an audit/inquiry correspondence trigger.
  • Companies file W-2s and 1099s with the IRS, so make sure yours match up.
  • Call your H.R. department to see if your company uses W-2 importing platform.
4 : What Tax Docs Should I Provide?

Provide all documents mailed to you which indicate they’re for “Tax Purposes.”

Not all will apply.

 

  • Child Care Expenses
  • 1098-T Education Tuition Expense
  • Interest Paid on Student Loans
  • Alimony Paid (need Social Security number of recipient)
  • 1098 – Mortgage Interest Expense
  • Medical savings account
  • Moving expenses
  • IRA contributions
  • Rental Property Expense & cost basis
  • Adoption expenses
  • Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
  • Real Estate Taxes and other taxes paid
  • List of Charitable Contributions
  • Un-Reimbursed Job Expense
  • Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box
5 :What Docs or Proof Do I Need to Provide for Credits/Deductions?

Not all will apply.

  • Child Care Expenses
  • 1098-T Education Tuition Expense
  • Interest Paid on Student Loans
  • Alimony Paid (need Social Security number of recipient)
  • 1098 – Mortgage Interest Expense
  • Medical savings account
  • Moving expenses
  • IRA contributions
  • Rental Property Expense & cost basis
  • Adoption expenses
  • Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
  • Real Estate Taxes and other taxes paid
  • List of Charitable Contributions
  • Un-Reimbursed Job Expense
  • Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box
6 :What Forms Do I Need to Get Started/Sign for Compliance?

Here are the forms that you need to submit BEFORE your return is complete:

Here are the forms that you need to submit AFTER your return is complete and prior to filing (generated in tax software):

  • Bank Product (provides consent to have your tax prep fee deducted from your refund and/or apply for a cash advance)
  • Consent Doc (provides consent for tax preparer to use the information you provided for the purpose of preparing your return)
  • E-File Signature Authorization – provide consent for your tax preparer to E-File your tax return

Client Forms

Documents That Clients Need
To Provide To Tax Preparer

Compliance Docs For Clients To Sign After Returns Are Completed

Contact Us

We’d love to get connected with you about any of my tax services.
Tiffany Myers, Certified-PTIN Holder Serving US Nationwide |
(877)235-8299 | tax@2financiallylit.com