Current Year. Current Money. Current Confidence!
REQUIRED DOCUMENTS NEEDED FOR TAX PREPARATION
REQUIRED DOCUMENTS NEEDED!!!! VALID ID SOCIAL SECURITY CARD - unless it is on w2, medial or income document MEDICAL DOCUMENTS ANY SCHOOL DOCUMENTS RENT RECEIPTS OR LEASE- only need 3 receipts DISABILITY DOCUMENTS CASINO OR LOTTERY WINNINGS PROTECTION PIN FIA PAYMENTS DTE BILL CHILD CARE PAYMENTS AND PROVIDER INFORMATION TAX PAPERS FROM OWNERSHIP ANY SELF EMPLOYMENT INCOME AND EXPENSES PRIOR YEAR 1040 - new clients DIRECT DEPOSIT INFORMATION DEPENDENT OVER 17 YEARS OF AGE VALID ID SOCIAL SECURITY CARD MEDICAL VERIFICATION DISABILITY VERIFICATION INCOME DOCUMENTS SCHOOL DOCUMENTS OR VERIFICATION DEPENDENTS UNDER 17 YEARS OF AGE BIRTH RECORD OR CERTIFICATE SOCIAL SECURITY CARD MEDICAL FORMS FROM DHS MEDICAL VERIFICATION FROM JOB INSURANCE SHOT RECORD ANY FIA ASSISTANCE VERIFICATION GUARDIANSHIP VERIFICATION ANY DISABILITY VERIFICATION INCOME IF ANY
Cancellation Policy
At LTC Tax Service, LLC, we value your time and ours. Please review our consultation booking policy carefully before scheduling your appointment. 1. Consultation Fee: All consultations require a non-refundable payment of $75, due at the time of booking. Payments are securely processed online through our website. 2. Scheduling & Confirmation: Clients must select their desired date and time first, then proceed with payment to confirm the booking. Once payment is received, you will receive an email confirmation including your payment receipt, appointment date, and additional details. 3. Booking Window: Consultations must be scheduled at least 48 hours in advance of your desired appointment time. 4. Availability: From November through January, consultations are available only on Mondays and Tuesdays due to the high volume of tax season activity. 5. Follow-Up Communication: After booking, you will receive a follow-up email and/or phone call to confirm your appointment details and ensure you’re prepared for your consultation. 6. Cancellations & Rescheduling: Because consultation fees are non-refundable, we encourage you to carefully select your date. If you need to reschedule, please contact us at least 24 hours before your scheduled appointment, and we’ll do our best to accommodate you within the available days. 7. Disclaimer: Consultations are for informational and advisory purposes only. Completion of a consultation does not establish a client-preparer relationship until a separate service agreement is signed and accepted.
Contact Details
ltctaxservice@gmail.com