We are officially in the "Final Stretch" of the 2026 Tax Season. With less than 3 weeks left until the April 15th deadline, every minute counts. At Carol's Services, we know that the biggest reason for delays or smaller refunds is simply forgetting a document. Before you head to our Pomona office, check this list to ensure your filing is fast, accurate, and maximizes your return.

1. Essential Identity Documents

The IRS won't process a return if the names and numbers don't match exactly. Make sure you have the originals or clear copies of:

• Valid Photo ID: Driver's license or State ID for you and your spouse.
• Social Security or ITIN: Cards or official letters for everyone listed on the return (including dependents).
• Last Year's Return: Having your 2024 return helps us verify your identity and ensure consistency in your credits.

2. Proof of Income (The "Paper Trail")

You must report 100% of your earnings to avoid future audits. Bring all forms that apply to your situation:

• W-2 Forms: From every job you had during 2025.
• 1099 Forms: If you worked as a contractor, Uber/Lyft driver, or received interest from banks.
• Cash Income Records: A summary of your earnings if you are self-employed and receive cash payments.
• Unemployment or Social Security: Forms 1099-G or SSA-1099.

3. Credits and Deductions

This is how we maximize your refund. Bring proof of these expenses:

• Child Care: Receipts with the provider's Tax ID (EIN or SSN).
• Education: Form 1098-T for college tuition and receipts for books.
• Homeowners: Mortgage interest statements (Form 1098).
• Work Expenses: Mileage logs, tools, or supplies bought for your business.