Preparation and Filing

What documents should I receive from my employer?

The forms to prove employment may vary depending on individual situations. For most, an employer will provide a W-2 form. The self-employed (i.e. independent contractors, product sales representatives such as Mary Kay, etc.) should receive a 1099-MISC from the company.

What documents do I need if I am unemployed?

If you received unemployment benefits from your state over the past year, you must claim that as income and, therefore, pay taxes on those benefits. The unemployment agency should provide you with a 1099-G form, which explains the amount of benefits you drew during the past year. The Internal Revenue Service (IRS) receives a copy as well and will tax you at the appropriate rate in your tax bracket. Not everyone owes. If you worked a portion of the past year, chances are you paid payroll taxes and may earn a refund if those deductions were overpaid.

What documents do I need if I am self-employed?

Chances are you received one or more Forms 1099-MISC which reports the amount paid to you by your customer(s). If you received these forms gather them up and bring them in along with a list of other income you received, and any business expenses incurred in producing that income. If you used your vehicle in the production of income, you will want to bring in your mileage log. If you have a home office, you will want to bring in the square footage of the office and total square footage of the house along with rent or mortgage interest statement, utilities, HOA, repairs, etc. for the house.
If you are not sure what expenses qualify for a business deduction, list them all and we will determine that for you. We have a worksheet we can provide, just call us at (843) 510-7600 today.

What documents do I need if I am divorced?

Taking necessary steps before tax time will make things easier once you file your taxes for the first time after a divorce. Change your W-4 through your employer so taxes will be withheld at the correct rates. Also, if you (or a family member) changed your name, file Form SS-5 with the Social Security Administration to ensure there aren’t any complications with the IRS.

When is the deadline to file my taxes?

Individual tax returns are due on April 15 with a 6-month automatic extension to October 15.
Partnership and S-Corporation business tax returns are due on March 15 with a 6-month extension to September 15.
C-Corporation business tax returns are due on April 15 with a 6-month extension to October 15.
In order for the due date to be extended you have to request the extension before the original deadline. The extension only applies to filing (and not paying).
If any deadline falls on a weekend or holiday, the deadline is extended to the next business day.
If you aren’t sure which deadline applies to you call us today at (843) 510-7600.

When is the earliest I can file my taxes?

You can file, via U.S. Mail, your tax return as soon as the IRS issues the current year updated forms and you have the information you need to prepare the return (i.e., W-2, 1099-MISC, etc.).
However, to electronically file your tax return the IRS has to open up the e-file system. Typically, the IRS announces the beginning of e-filing season in December of the year before.

Is there a penalty for filing my taxes after the deadline?

The IRS charges a failure-to-file penalty equal to 5% of the unpaid tax for each month the failure continues but capped out at 25%. So, if your return is due April 15 and you file in August or later then you will incur the entire 25% penalty. However, since the penalty is calculated on the unpaid taxes, if you don’t owe taxes or if the IRS owes you a refund, there is no penalty.
If you have multiple years of back taxes, you may want to reach out to our sister company, Turner Vaught Tax Resolution, LLC  at for an in-depth analysis of your situation.

What paperwork should I bring in to your office?

If you prefer to upload your documents, please contact us at (843) 510-7600 for an email link.
If you prefer to bring your documents into our office, you can do so at any time during normal business hours.
In addition to the Client Intake Form you can download here , you should bring/upload any of the below documents you receive:



  • Name
  • Date of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License



  •  W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)



  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest



  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions Credit