Cedrieka Jackson

Cedrieka Jackson

Tax Professional

cedrieka.obsidiantaxservicefirm@gmail.com

TEXT “DRIEKA” 682-243-5096

Book me File now

Cedrieka Jackson is an enthusiastic Tax Professional with a passion for helping clients across all 50 states. She is excited to bring her education and training to the table, ensuring that her clients receive expert tax services tailored to their unique situations.

Cedrieka’s primary goal is to maximize your tax benefits by identifying and applying all the credits you qualify for. Her dedication to assisting others has always been her driving force, and she is committed to continuing to make a positive impact in the world of taxation. Don’t miss out on the opportunity to work with Cedrieka Jackson for your tax needs, and she will ensure that you get the money back you rightfully deserve.

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