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The Savvy Taxes Way

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Savvy Taxes Way: About Us

Client Care

7 days a week virtual access. Let me show you how to get your taxes done from the comfort of your very own home. 

Please click the link below to get started with virtual tax preparation. If you prefer an alternative method please contact me directly.

Required Supporting Documents 

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

In person by appointment only. Use the appointments page to schedule now. 

There is a strict no refund policy. All payments are final once services have been rendered.

Savvy Taxes Way: Opening Hours
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