01/06/2026
Hey y’all!!!!
It’s that time again! Tax Season is here! So just a couple of reminders and new things happening here at Refined Tax Co!
✏️ if your a business and need to give out 1099s we need the following info to complete and mail those out by Janurary 31st!!
*Your business name & mailing address
*Your business EIN #
***Each Person you PAY we will NEED a W9 with the following info
*Their name or business name & mailing address
*Their Social or EIN #
*Amount you paid them
🚨🚨🚨WE WILL NOT SEND OUT 1099s after January 31st!
✏️if you are NEW to us this YEAR you will need to bring in the following
*previous year tax return
*all dependent information (full name on social security card, social security numbers, and birthdays)
***If you have a business we will need
*previous year business tax return
*if it’s a NEW business that has never filled a tax return the EIN paperwork from the IRS from when the business was set up as this tells us how to file your return!
*business expenses need to be separated and totaled up we cannot take your shoebox of receipts lol
✏️documents to bring In to FILE the tax return:
*w2s
*1099s RECIEVED
*interest 1099s
*stocks, crypto, bitcoin 1099s
*retirement 1099s
*social security document (must be the statement with the PINK boxes not the statement showing your income changes)
*if it’s a NEW business that has never filled a tax return the EIN paperwork from the IRS from when the business was set up as this tells us how to file your return!
*if you sold a house closing statements from when you BOUGHT the house you sold AND closing statements from when you SOLD the house as well as the 1099 that the attorneys put into the folder they give you are closing!
*dependent information: full name on social security card, social security number, birthday. Just be aware the IRS is reviewing more tax returns this year so if you cannot PROVE you can claim a dependent you better not put them on the return you will be audited!
✏️NEW THIS YEAR! Our office hours will be changing as our families and office staff has made some changes. We ENCOURAGE you to DROP OFF your documents if you have been here before! There is a 2 week minimum time frame for these to be completed! We hope to get them completed sooner, but just know if you dont hear back within 2 days there is a 2 week minimum time frame from the time the documents are dropped off.
***Just know we will never file the return without asking questions or your confirmation to file!!
✏️NEW THIS YEAR!
Refunds and credits
We’re still waiting for guidance on how things will need to be filed! There are changes that have made,however, there are several different factors that apply and it’s really important for you to understand there are LIMITS!
Meaning:
*NO tax on social security (there are limits NOT the full amount)
*NO tax on overtime (there are limits it’s NOT the full amount of overtime paid)
*NO tax on tips (there are limits its NOT the full amount of tips made)
*tariff checks (NOT APPROVED YET FOR THE 2025 year)
*capital gains (rates are lower for long term 0,15, and 20% based on income but nothing else approved)
As things change and more information is IRS offical we will lt everyone know as soon as we do!
✏️If you want to make an appointment or have questions give us a call 770-735-3776
✏️If you have any questions after hours you can email us [email protected]
✏️address is
110 mineral springs rd
Ball ground, ga 30107
Thank You for understanding!
Refined Tax Co!
