Regina Webster

Regina Webster

Tax Professional

reginaobsidiantaxservicefirm@gmail.com

TEXT “REGINA” 682-243-5096

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Regina Webster is driven by her passion for her career as a Tax Professional, and she considers it one of the best decisions she has ever made. With unwavering dedication, she is committed to providing her future clients with an exceptional and memorable experience.

Regina’s positive attitude, strong work ethic, determination, and unwavering commitment are the cornerstones of her approach. She is fully devoted to ensuring that her clients receive the maximum benefits they deserve. Regina’s outlook on her career and her commitment to excellence are the driving forces behind her success, and they are sure to take her far and beyond in the field of tax services. When you work with Regina Webster, you can expect nothing less than an outstanding level of service and expertise.

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