Information
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Frequently asked questions
What are the most common questions you get asked about tax preparation services?
Do I have to have an LLC or EIN to claim a business on my taxes?
What makes your tax preparation services different from others?
At C & P Financial, we don’t just file taxes—we educate, support, and empower our clients. We’re family-oriented, transparent with pricing, and passionate about helping everyday people understand their taxes and get what they deserve. Whether you're employed, self-employed, or somewhere in between, we create a custom strategy that fits your life—not someone else’s template. We’re here year-round, not just during tax season.
Are there any new tax laws or changes that clients should be aware of?
2025 Tax Bracket Laws Changed from the 2024
2025 Capital gains tax brackets
2025 Standard Deductions
What should a client have ready before their first appointment with you?
✅ Tax Document Checklist for First Consultation
💼 Personal Information
Valid photo ID (Driver's License, State ID)
Social Security cards or ITINs for you, your spouse, and dependents
Date of birth for everyone on the return
Copy of last year’s tax return (if available)
💰 Income Documents
W-2 forms from all employers
1099-NEC or 1099-MISC (for self-employment or freelance work)
1099-G (unemployment income or state refunds)
1099-R (retirement income or IRA distributions)
1099-INT or 1099-DIV (interest/dividends)
1099-K (for payments received via apps like Cash App, PayPal, Venmo if applicable)
1099-B (sale of stocks, investments)
1099-SA (HSA distributions)
Social Security benefits (SSA-1099)
Other income (gambling, alimony, jury duty, etc.)
🏡 Deductions & Credits
1098 (mortgage interest)
Property tax statements
Childcare expenses with provider’s name, address, and EIN/SSN
Education expenses (Form 1098-T for tuition, 1098-E for student loan interest)
Charitable contributions (receipts or statements)
Medical expenses (if significant)
Retirement contributions (IRA or HSA)
🧾 Business or Self-Employment (if applicable)
Summary of income and expenses
Bank statements
Receipts for business purchases
Mileage log or vehicle info (if used for business)
Home office expenses
🏥 Health Insurance
Form 1095-A (if enrolled through the Marketplace)
1095-B or 1095-C (from employer or insurance provider)
📄 Other Important Documents
Identity Protection PIN (IP PIN) if issued by the IRS
IRS letters or notices
Direct deposit information (routing & account number)
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