The timing of tax refunds may vary; however, e-filing combined with direct deposit typically expedites the process, with most refunds issued within 21 days of filing.

It is essential to keep ALL records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.

Required documentation typically includes W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and ALL records of eligible deductible expenses.

For most taxpayers, the filing deadline is April 15. Since this date may vary depending on the year, it is important to verify the deadline annually.

If you are unable to pay your taxes in full by the deadline, it is important to file your return on time and pay as much as possible to reduce penalties and interest. You may also explore establishing a payment plan with the IRS.

If you file your taxes late, the penalty is typically 5% of any unpaid taxes for each month (or part of a month) your return is overdue, up to a maximum of 25%. For returns more than 60 days late, the minimum penalty is $435 or the total unpaid tax, whichever is less.

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Valid photo ID, taxpayer Social Security card, and Social Security cards for all dependents.

The filer must claim a qualifying dependent, have a lease in their name, and possess a utility bill in their name covering a 30-day billing period. It is strongly recommended that the address on your bank statement corresponds to your current residence.

Utility bill, lease agreement, or cable bill.

Official birth certificate, adoption documentation, or other government-issued records.

Medical records, school records, immunization records, or a lease listing dependent names.

W-2 forms, 1099 forms (including 1099-K), bank statements, receipt books, comprehensive summaries of income and expenses, documented records of financial transactions, reconstructed income and expense reports, and any other pertinent income-related documentation.

If you have earned income in multiple states, you may be required to file state tax returns for each applicable state.

Articles of Organization for the LLC, Employer Identification Number (EIN), official business website, photographs depicting business operations, prior-year tax returns, issued business licenses, documented client testimonials, executed contracts and agreements, comprehensive business plan, professional licenses, and official business registration records."