At Visionary Tax Solutions, we guide you through taxes with care, ensuring you keep more of your hard-earned money.

Our team is dedicated to simplifying tax filing for everyone, whether youʼre an individual or a growing business. We believe that taxes shouldnʼt be stressful. With our fast and accurate preparation services, you can focus on what really matters to you. We take the time to understand your unique situation, helping you find every possible deduction and credit. Our goal is to minimize your tax liability while maximizing your refund. Trust us to be your partners in navigating the tax landscape, so you can enjoy peace of mind and financial confidence all year long!

To ensure a smooth and accurate tax filing process, clients should provide the following information:

1. Personal Information:

   • Full name, address, and Social Security Number (SSN) or Taxpayer Identification Number (TIN) for each individual on the return (including dependents).
   • Date of birth for taxpayers and dependents.
   • Bank account details (for direct deposit or payment of refunds).

2. Income Documentation:

   • W-2 forms (for employees) or 1099 forms (for independent contractors, freelancers, or self-employed individuals).
   • Income from rental properties, investments, or other sources (e.g., 1099-INT, 1099-DIV, 1099-G).
   • Documentation of any additional income (alimony, gambling winnings, etc.).

3. Deductions & Credits:

   • Receipts for deductible expenses (e.g., medical expenses, mortgage interest, charitable donations, business expenses, education costs).
   • 1098 forms (e.g., mortgage interest, student loan interest).
   • Childcare or dependent care expenses (including provider’s name, address, and TIN).
   • Education-related expenses (e.g., tuition, student loan interest).
   • Information on tax credits (e.g., earned income credit, child tax credit).

4. Previous Tax Return:

   • A copy of last year’s tax return, which can be helpful in ensuring accuracy and continuity.

5. Health Insurance Information:

   • 1095-A, B, or C forms (if applicable, to confirm health coverage and whether you qualify for the Affordable Care Act credits).

6. Retirement & Investment Documents:

   • Forms related to retirement accounts (e.g., 1099-R for retirement withdrawals, 5498 for IRA contributions).
   • Brokerage account statements for capital gains/losses.

7. Other Relevant Documents:

   • Any notices from the IRS or other tax authorities (e.g., balance due, stimulus payments, or any IRS correspondence).

Providing all these documents in advance helps ensure a smoother and more efficient tax preparation process!

At Visionary Tax Solutions, we offer a range of tailored support to meet your specific needs. Our expert tax preparation ensures accuracy and speed, so you can file with confidence. We provide personalized strategies to minimize your tax bill and maximize your refund. Additionally, we offer year-round tax planning and advice, helping you make informed financial decisions. Let us handle the complexities of tax filing while you focus on your life and business!

Visionary Tax Solutions began with a simple idea: to make tax filing easier for everyone. Our founder faced the same challenges you do and saw the need for a service that truly cares. Since then, weʼve grown into a dedicated team of tax experts who believe in putting clients first. We strive to create lasting relationships built on trust and transparency. Every year, we help countless individuals and businesses navigate the tax maze. We’re proud to celebrate your successes and be your reliable partner through every tax season. Together, we can achieve financial clarity!