Shakelia Woods

Shakelia Woods

Compliance Manager

shakeliaobsidiantaxservicefirm@gmail.com

TEXT “KELIA” 682-243-5096

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Shakelia Woods is a dedicated Tax Professional with a wealth of experience in handling individuals’ income taxes. Her track record speaks to her ability to maximize write-offs and returns, ensuring that her clients receive the most favorable financial outcomes possible.

With two years of experience in strategic planning, Shakelia brings a level of expertise that is invaluable when it comes to navigating the complexities of taxation. Her strong communication skills are a key asset, fostering long-term relationships with clients based on trust and reliability. When you choose Shakelia Woods as your Tax Professional, you can count on her commitment to excellence and her dedication to optimizing your tax-related financial goals.

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