This form is designed to gather essential information to efficiently assist you with your tax preparation. Please provide accurate details to ensure a smooth and timely process. Once we review your information, our tax professional will contact you. If you have any questions while filling it out,  email us at  lasheika@lmtfinancialservices.com for assistance. 

To ensure we have the information, we need to best serve you and your small business tax needs.

Tax-related identity theft happens when someone steals your personal information to commit tax fraud. Your taxes can be affected if your Social Security number is used to file a fraudulent return or to claim a refund or credit.

To ensure a smooth and efficient processing of your tax return, please submit all important tax information and any additional forms by the specified deadline. This includes income statements, deductions, and any relevant documents that support your filing. Timely submission helps us serve you and avoids potential delays. Thank you for attention to this important matter.

Where's Refund? is a popular IRS online tool that tracks your federal income tax refund through three stages: Received, Refund Approved, and Refund Sent. It offers personalized updates and provides the refund date once your tax return is processed and approved.