Garesha Woods

Garesha Woods

Content/Organization Manager

garesha.obsidiantaxservicefirm@gmail.com

TEXT “REE” 682-243-5096

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Garesha Woods is an accomplished tax professional with a wealth of experience and a profound understanding of intricate tax codes and regulations. With a proven track record, she excels in offering strategic tax planning and compliance solutions tailored to meet the unique needs of both individuals and businesses.

Her dedication to optimizing financial outcomes while ensuring strict adherence to the latest tax laws sets her apart as a trusted expert in the field. Garesha’s commitment to excellence and her ability to navigate the complexities of taxation make her an invaluable asset to clients seeking comprehensive tax solutions. When you work with Garesha Woods, you can trust that your financial goals are in capable hands, and your tax-related concerns will be expertly addressed.

Appointment checklist

We recommend that you bring these items to your tax interview:

Checklist
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

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

INCOME AND TAX INFORMATION:

  • 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)

In order to maximize your refund or minimize your tax liability please bring supporting documentation for the following:

DEDUCTIONS/ADJUSTMENTS:

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
TAX CREDITS:

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