04/04/2026
⏰ Time is running out! Make sure you come prepared so we can file your return quickly and accurately.
📋 What to Bring to Your Appointment:
1️⃣ Personal Info
🆔 Photo ID (Driver’s License, Passport, or State ID)
🎂 Birth dates for you, your spouse, and all dependents
🏦 Bank account and routing number (for direct deposit of your refund)
2️⃣ Income Statements (All Jobs & Sources)
Bring all forms you received by Jan 31st (mail or email):
💼 W-2s (wages) and last pay stub (for overtime/unreimbursed expenses)
📄 1099s (contract work, gig income, freelance, unemployment, etc.)
🏛️ Social Security (SSA-1099), Retirement (1099-R), Disability, Pension
📈 Investment income (1099-INT, 1099-DIV, 1099-B)
💍 Alimony received (if applicable)
📝 Any income NOT on a 1099 (write down who paid you and the amount)
3️⃣ Deductions & Expenses
🏠 Homeowners: Mortgage interest statement (Form 1098) and property tax bills
🎓 Education: Tuition statement (Form 1098-T), receipts for books/supplies, student loan interest (Form 1098-E)
👶 Childcare (2025): Payment records/receipts + provider’s name, address, and Tax ID (SSN or EIN)
🚗 New Car (2025): VIN and lender interest statement for car loans
4️⃣ Other Important Documents
🏥 Health Insurance Marketplace Statement (Form 1095-A) – if you bought insurance through Healthcare.gov
⚰️ Deceased Taxpayer: Date of death (and Death Certificate if available) for Final Individual Returns
✅ Ready to file?
📞 Call us at (804) 451-9260
🌐 Book online anytime: www.crtaxllc.com
Appointments Locally Family Owned Tax ServiceC&R Tax is your local family-owned tax business. Any of our tax professionals can help you navigate tax code. Come see us for all your tax needs! Learn More Contact Us9401 Courthouse Rd Suite 301Chesterfield, Va 23832www.crtaxllc.com(804)451-9260 Services...