Rodrieka Woods

Tax Professional

Obsidiantaxservicefirm@gmail.com

TEXT “RODRIEKA” 682-243-5096

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Rodrieka Woods brings 14 years of tax preparation experience to the table, making her a seasoned expert in the field. Her passion lies in continuous learning and staying updated with the ever-evolving IRS rules and regulations. Rodrieka’s dedication to remaining well-informed ensures that her clients receive the most accurate and up-to-date tax services available.

One of Rodrieka’s standout qualities is her commitment to client education. She takes pleasure in sharing her knowledge and expertise with her clients, empowering them to make informed financial decisions. Building long-lasting relationships with her clients is at the core of her approach, reflecting her dedication to providing personalized and trustworthy tax services. When you work with Rodrieka Woods, you can expect a tax professional with a deep commitment to excellence and a genuine desire to help you achieve your 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