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2026 Tax Season
PREPARE AND SCHEDULE YOUR INCOME TAX APPOINTMENT
The 2026 tax season has arrived, and for many individuals, families, and businesses, it represents a time of important questions, financial decisions, and tax-related responsibilities. This tax season applies to income earned during the 2025 tax year.
During this period, some taxpayers receive refunds, while others adjust their budgets to meet their tax obligations. It is also an excellent opportunity to:
- Catch up on outstanding financial obligations
- Reorganize monthly expenses
- Review and reassess financial priorities
At MOK INSURANCE, we provide a dedicated environment to assist individuals, families, and businesses throughout tax season. Our goal is to offer a clear, organized, and reliable process that simplifies tax preparation and provides peace of mind.
We offer both personal and business tax preparation services, tailored to your specific needs and conducted in compliance with applicable tax laws and regulations.
We offer both personal and business tax preparation services, tailored to your specific needs and conducted in compliance with applicable tax laws and regulations.
DOCUMENTS AND RECOMMENDATIONS FOR YOUR 2026 TAX RETURN
Personal Information
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Valid government-issued photo identification (Driver's License, State ID, or Passport)
- Dates of birth for all individuals included on the tax return
- Bank account information for direct deposit, if applicable
Deductions and Tax Credits (if applicable)
- Student loan interest statements (Form 1098-E)
- Mortgage interest statements (Form 1098)
- Retirement account contributions (IRA, 401(k), and other qualified plans)
- Charitable contribution records
- Education expenses or dependent care expenses
- Documentation related to prior tax credits or legal obligations
- Documents supporting major life changes, including (change of address, marriage, divorce, death of a family member, other significant life events)
Income Documents
- W-2 forms from employers
- 1099 forms (1099-NEC, 1099-MISC, 1099-G, 1099-INT, 1099-DIV, other applicable 1099 forms)
- Form 1098, if applicable
- Forms 1095-A, 1095-B, or 1095-C (health insurance coverage forms)
- Schedule K-1, if applicable
Dependent Information
- Documentation verifying the relationship to each dependent
- Dependent income information, if required to be reported on the tax return
Documents for Businesses and Self-Employed Individuals
- Income records (sales, invoices, and payments received)
- Basic financial statements or bookkeeping records
- Records of deductible business expenses
- Forms 1099-NEC, 1099-K, or other relevant income reporting forms
The documents required for tax preparation may vary depending on your specific tax situation. During your appointment, we will review any additional documentation that may be necessary to ensure a complete and accurate tax filing.
Tax liability and refunds are determined based on reported income and current tax laws. Because every taxpayer's situation is unique, we evaluate each case individually to help ensure an accurate, organized, and efficient tax preparation process.
Schedule your appointment today and let MOK INSURANCE help simplify your 2026 tax filing process.
Tax liability and refunds are determined based on reported income and current tax laws. Because every taxpayer's situation is unique, we evaluate each case individually to help ensure an accurate, organized, and efficient tax preparation process.
Schedule your appointment today and let MOK INSURANCE help simplify your 2026 tax filing process.