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January 2024 Updates - Spencer Tax Service

It’s that Time Again! We have exciting news!

We have expanded our offices and hired three additional experienced tax preparers to assist with the work load this tax season!

Turn around time for dropped off returns is two to 3 weeks.


What should I bring in for my tax preparation?

Paperwork for INCOME:

Form W-2’s if you are an employee

Form 1099-MISC or Form 1099-NEC if self employed

Form 1099-R if retired

Form SSA-1099 if you received social security

Interest, Dividends

Brokerage Statements if you have Investments


FORM 1095-A if you have Marketplace/Obamacare health insurance.

ALL RETURNS DROPPED OFF MUST HAVE A COPY OF DRIVERS LICENSE FOR EACH TAXPAYER

We cannot process the return without the Drivers License Information


Are We doing taxes the same as last year? Yes

No Appointments required, bring in your paperwork during the hours we are open.

We have a basic questionnaire to complete, drop off paperwork.


IF we did Not prepare your taxes last year, must bring a COPY of 2022 Income Tax Returns

Also bring Drivers license, Social security cards and Birthdates for all persons on the return.

Additional Questions: Please call our Offices at (330) 745-8324

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