FIRESIDE TAX

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2. Next Select Your Preparer
3. Upload your Documents!

Personal Information:

• Social Security numbers (self, spouse, dependents)
• Previous year’s tax return (If new client)
• Valid photo ID

Income Documents:

• W-2 forms from employers
• 1099 forms (various types, e.g., 1099-MISC, 1099-INT, 1099-DIV)
• Bank statements (interest, dividends)
• Investment income (capital gains/losses)
• Self-employment income and expenses
• Rental property income and expenses

Deductions and Credits:

• Mortgage interest statements (Form 1098)
• Property tax statements
• Charitable donations receipts
• Medical expenses
• Education expenses (Form 1098-T)
• Childcare expenses (provider’s name, address, and Tax ID)

Health Insurance:

• Forms 1095-A, 1095-B, or 1095-C

Other Relevant Information:

• IRA contributions
• Student loan interest (Form 1098-E)
• Unemployment income (Form 1099-G)
• State and local taxes paid
• Alimony received or paid (post-2018 agreements require recipient’s SSN)

Business Information (if applicable):

• Business income and expenses
• Employment taxes paid
• Business asset purchase details
• Having these documents ready will ensure a smooth and efficient tax preparation process.

Fireside Tax and Protection Plus Partnership

At Fireside Tax, we partner with Protection Plus, experts in audit defense and identity theft restoration. Our audit defense is supported by a $1 million guarantee, ensuring comprehensive support for the best possible resolution.

Audit Assistance Services

• Schedule issues
• Tax debt relief
• Denied credits
• Tax fraud

Protection Plus ID Theft Restoration

• Up to 6 months of daily credit monitoring
• State-specific ID Recovery Kit
• Notification of local authorities and financial institutions
• Fraud alerts on credit records

When you file with Fireside Tax, you’re automatically covered by Protection Plus’ Tax Preparation Guarantee.

If a preparer error occurs, you may be reimbursed for added expenses up to $2,500*.

With up to 5 million taxpayers selected for audits annually, feel secure knowing our team and Protection Plus are here year-round.

For a full year after filing with Fireside Tax, you’ll also have access to Protection Plus’ ID Theft Restoration, helping you recover from identity theft swiftly and effectively.

*Subject to terms, conditions, limitations, and exclusions.

Do you typically owe Ohio state income taxes?

Instead of simply sending that money to the state, you can direct it toward a cause that makes a difference by donating to the Ohio Christian Education Network Scholarship Granting Organization (OCEN SGO).

Why consider donating?

When you donate online to OCEN SGO before the end of the tax year, you may qualify for a dollar-for-dollar Ohio state tax credit of up to $750 per taxpayer.

Your contribution may also reduce your federal and state tax liability—our accountants can confirm how this applies to your situation BEFORE YOU DONATE!

Rather than just paying your tax bill, you can use that same amount (up to $750 per taxpayer) to support scholarships for Ohio students to attend Christian schools.

In short, you can redirect your tax dollars into an opportunity that transforms lives—without increasing what you owe.

How Does the Ohio Tax Credit Work?
When you make a donation to the Ohio Christian Education Network Scholarship Granting Organization (OCEN SGO), you can claim a nonrefundable Ohio income tax credit for the same tax year in which the gift is made.

• The credit directly reduces your Ohio state tax liability—dollar-for-dollar—up to $750 per taxpayer.
• Married couples filing jointly can maximize their benefit by making two separate $750 donations (one in each spouse’s name), which can result in a combined $1,500 tax credit.
• A single $1,500 donation, however, only qualifies for a $750 credit, so structuring your gift properly matters.

Before donating, it is wise to confirm how this credit fits into your overall tax situation—contact Fireside Tax at 330-478-1505 for a personalized review.

Where Does Your Gift Go?
Your contribution provides scholarships to Ohio students in the Ohio Christian Education Network, enabling them to access quality Christian education.

• You may designate your gift to benefit a specific participating school, or contribute to the general scholarship fund, where support is prioritized for students with the greatest financial need.

Make an Impact Before Year-End
By donating online before December 31, you can:

• Claim your Ohio tax credit for the current year,
• Potentially reduce both your state and federal tax liability, and
• Directly invest in the future of Ohio students.

Together, we can redirect tax dollars to empower students, strengthen schools, and support families—without increasing your tax bill.

The newly-enacted “One Big Beautiful Bill” brings significant tax-law changes that will make tax-filing more complex than ever. From the headline grabs of “no tax on tips” and “no tax on overtime” to enhanced senior deductions and new car-loan interest breaks, the picture is far from simple.

For example:

• No Tax on Tips: Qualifying employees in eligible tipped occupations may claim an above-the-line deduction of up to $25,000 per year. However, not all tipped workers qualify, and mandatory or automatic gratuities do not count. Income limits also apply, phasing out around $150,000 (single) and $300,000 (joint).
• No Tax on Overtime: Qualifying employees may deduct up to $12,500 (single) or $25,000 (joint) of qualified overtime pay from taxable income between 2025–2028. However, only the “premium” portion (the extra half-rate of time-and-a-half pay) is excluded from federal income tax — not the regular wage portion. Employers will continue to withhold tax during the year, and it will be up to each employee to claim the deduction on their tax return.

These deductions are temporary, applying only for tax years 2025 through 2028, and they do not remove payroll taxes (Social Security/Medicare) or state/local income taxes.
Also included are expanded deductions for seniors (extra standard deduction for age 65+), and new above-the-line deductions for interest on new auto loans meeting specific criteria.

Why this matters to you
These changes introduce new layers of rules about eligibility, documentation (employers must report tips/overtime separately), income phase-outs, and timing. What sounds like “no tax” really is a set of deductions, with caps, phase-outs, and specific qualification criteria. Mistakes or misunderstandings could cost you missed savings or surprise liabilities.

How Fireside Tax can help
At Fireside Tax, we specialize in decoding these complex rule-changes and guiding you through:

• Whether your tips or overtime qualify, and how to properly report them.
• Integrating new deductions with current law (e.g., standard vs. itemized deductions).
• Avoiding pitfalls (such as thinking “no tax” means no reporting or no payroll tax).
• Staying ahead of evolving IRS guidance and forms, including upcoming new forms such as Schedule 1-A.
• Ensuring your return is accurate, optimized and audit-ready.

Bottom line
If you’re working in a tipped occupation, earning overtime, age 65+, or have a recent vehicle loan — the new tax law could affect you. Given the finer print and implementation complexity, filing on your own may risk errors or missed opportunities. Let Fireside Tax help you navigate this changing landscape so you can rest easier knowing your taxes are handled.

Get ahead of the Big Beautiful Bill changes — Book your tax appointment today.
Even if you don’t have all your documents ready yet, reserving your spot early ensures your return gets the time and attention it deserves. Fireside Tax offers both secure drop-off and in-person appointments for your convenience.
👉 Schedule now and stay ahead this tax season. 330-478-1505