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Savvy in Services is a year round tax office. Please follow the link below to get started with virtual tax preparation. If you prefer an alternative method please contact me directly. 

You can find my form "Savvy In Services Tax Client Form" at: https://form.jotform.com/223608898041159

To ensure the accuracy of all tax returns by Savvy In Services please ensure that the following documentation is provided as applicable. 

Required Documents to Upload as Applicable


  1. A valid Driver’s License/ID card for the taxpayer(s)

  2. Proof of Address: Utility Bill, Lease, Mortgage, or other mailed document with the tax payers name. 

  3. Social Security card for everyone on the return.

  4. Proof of Income: (W-2, 1099, or Business Income Statement or Spreadsheet, Interest, Retirement, Unemployment, etc)

  5. 1098 T (if claiming school credit)

  6. Proof of Children (Medical Records/School Records/Daycare Records/Other Mail with Child’s name present)

  7. Healthcare Market Statement 1095-A

  8. Virtual Currency Statement

Savvy In Services has partnered with EPS banking to allow the taxpayer to apply for a $250 - $6000 advance on their tax refund.  Contact me today for additional information.

Delay for implementation of $600 reporting threshold for third-party payment platforms’ Forms 1099-K

The IRS has announced a delay in reporting thresholds for third-party settlement organizations set to take effect for the upcoming 2024 tax filing season. As a result of this delay, third-party settlement organizations will not be required to report tax year 2023 transactions on a Form 1099-K to the IRS or the payee for the lower, $600 threshold amount enacted as part of the American Rescue Plan of 2021. The IRS also has released guidance outlining that calendar year 2024 will be a transition period for implementation of the lowered threshold reporting for third-party settlement organizations (TPSOs) that would have generated Form 1099-Ks for taxpayers. A new $5000 reporting threshold is scheduled for the 2025 tax season.

Announcements: Announcements
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