Whitley Woods

Whitley Woods

Executive Manager/Assistant

whitley.obsidiantaxservicefirm@gmail.com

TEXT “WHIT” 682-243-5096

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Whitley Woods is a seasoned tax professional with a rich background in navigating the intricacies of tax law for a diverse clientele over the years. Her approach to tax services is client-centered, emphasizing the creation of lasting relationships founded on trust and personalized attention.

Whitley’s commitment to her clients extends to staying current with the ever-evolving tax regulations. She recognizes the importance of keeping up-to-date with the latest developments in tax law to provide her clients with the most relevant and effective tax strategies. When you work with Whitley Woods, you can expect a seasoned professional dedicated to optimizing your financial well-being and ensuring your tax-related needs are expertly met.

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