Tax season 2026 has officially arrived! We know that for many in our Pomona community, this time of year brings a mix of anticipation and stress. You're likely asking: "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. Here is exactly what you need.
Phase 1: Who You Are & What You Earned
Before we crunch the numbers, we need to establish the basics. To ensure your appointment is quick, please bring the following originals:
- Personal Identification: Valid Driver's License or ID.
- Social Security or ITIN: Cards or letters for you, your spouse, and all dependents.
- Proof of Income (W-2s): From all employers.
- 1099-NEC: If you worked as a contractor/self-employed.
Phase 2: Maximizing Your Refund
This is where we find the money! Don't leave cash on the table. Bring documentation for your expenses to help us find every deduction available.
Don't Forget To Bring:
- Form 1098: Mortgage Interest Statements.
- Form 1098-T: Educational Expenses.
- Bank Info: Routing/account number for Direct Deposit.
- Last Year’s Return: If you are a new client.
Ready to file your taxes?
Our schedule in Pomona fills up fast this time of year. Don't wait until the deadline approaches!
Book Your Appointment Now
