What to Bring to a Tax Appointment

• W2
• 1099MISC, NEC
• 1099INT
• 1098 mortgage interest
• 1099DIV
• College tuition – 1098T
• IRA info. 1099 consolidated
• New baby? Need social security & date of birth
• New marriage? Need spouse's personal info
• Expect a refund? Need updated direct deposit

If you are not taking the standard deduction, we will need qualifying expenses:

• Medical
• Charity
• Real estate tax
• Gambling loss
• Mortgage interest

We would love it if you could take some time from your busy schedules and leave a review of our accounting firm services! Sharing your experiences about us helps us serve other clients better in the future. This would make February a very special month. 😉

Here's the story, of a lovely CPA...

Who was working with three very lovely girls.

Well, now that we've aged ourselves...

Team KHCPA is beyond excited to announce the expansion of our office! We've been blessed with the addition of two incredible members and we could not be happier.

Melissa, the face you all see when you walk in our door, officially joined us full-time!

And Jessica, an excellent tax preparer, came on board in January. We look forward to continuing on this exhilarating journey and embracing the changes to come.

AND THEN THERE WERE FIVE!

Did you know...

Our client center is accessible 24/7 and can be accessed through our website under the “client portal” tab. You can begin to upload your 2022 tax documents. We will receive a notification once uploaded and reach out to you with any questions.

February Birthdays

Happy, happy birthday, everyone!

Erin Brito

Nate Cocco

Alex Corrales

Penny Dunlop

Nickolas Ekonomides

Kristin Danielle Epstein

Donald Hathaway

Craig Hellrung

Christopher Hillary

Stephanie Lewis

Reagan McDonald

Sharon E. Stidham

Brian Whitcomb

William Zimmerman

HelfertyCPA.com