- 235 W. Roosevelt Ave, Suite 410-A Albany, Ga 31701
- lakeshia@certifiedtaxsolutionz.com
- (229) 338-3464
Everything you need for a smooth and stress-free tax filing experience.
Please upload or bring all documents that apply to you for accurate and timely filing.
Valid Driver’s License or State ID
Social Security cards or ITIN for you and dependents
W-2 forms
1099 forms (NEC, MISC, R, G, SSA, Unemployment, Interest, Dividends)
Last year’s tax return (optional, but helpful)
Self-employment income records (invoices, receipts, CashApp/Zelle, bank statements)
Childcare provider name, address, EIN/SSN, and total paid
Education forms (1098-T or student loan interest statement)
Health insurance forms (1095-A, 1095-B, or 1095-C)
Direct deposit information (routing + account number)
EIN letter (if applicable)
Profit & Loss summary
List of business expenses
Mileage log (business miles only)
1099-NEC forms issued to contractors
Receipts for major purchases (equipment, supplies, vehicle expenses)
Bank statements (optional but helpful)
Fast, easy, and stress-free from start to finish.
Choose the date and time that works best for you using our online scheduler.
Securely upload your documents before your appointment, or bring them in person.
We review your information, apply eligible credits/deductions, and prepare your tax return.
Sign electronically or in office — whatever is easiest.
Your return is submitted securely to the IRS and state.
Receive updates and instructions to check your refund anytime.
Same-day preparation when all documents are provided
24–48 hour turnaround during peak tax season
Refund advance options available (if eligible)
