Tax Season 2026 is finally here! We know that for many in Pomona, this time of year brings a mix of stress and anticipation. You're probably asking yourself: "Will I get a refund?" and "Do I have everything I need?". At Carol's Services, our goal is to make your visit efficient and profitable.
Phase 1: Who You Are & What You Earned
Before crunching the numbers, we need to establish the basics. To ensure your appointment is fast and error-free, please bring the following originals:
- Personal Identification: Valid Driver's License or ID (No cell phone photos, please).
- Social Security or ITIN: Original cards or letters for you, your spouse, and all dependents.
- Proof of Income (W-2): From ALL your employers for the 2025 tax year.
- 1099-NEC / 1099-K: If you were self-employed, drove for Uber/Lyft, or sold products online.
Phase 2: Maximize Your Refund
This is where we find the money! Don't leave cash on the table. Bring documentation of your expenses to help us find every deduction legally available to you.
Don't forget to bring:
- • Form 1098-T: If you or your children paid for college tuition.
- • Medical Expenses: Significant out-of-pocket bills paid.
- • Banking Information: Routing and Account number for Direct Deposit (Faster refund).
- • Prior Return: A copy of last year's taxes (if you are a new client).
Ready to file your taxes?
Our schedule in Pomona fills up fast in February. Don't wait until the deadline approaches! We are now open with extended business hours.
Schedule My Appointment Now →Or call us at (909) 397-5884
